Rooted Wealth Advisors, Inc. Spdr Portfolio Long Term Treas Transaction History

Rooted Wealth Advisors, Inc.

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 03, 2023	SELL	$29.25 - $31.5 $1.75 Million - $1.88 Million	-59,763 Reduced 88.23%	7,970 $234,000
Q1 2023 Apr 26, 2023	SELL	$28.88 - $31.49 $75,521 - $82,346	-2,615 Reduced 3.72%	67,733 $2.07 Million
Q4 2022 Feb 13, 2023	BUY	$27.04 - $31.56 $1.9 Million - $2.22 Million	70,348 New	70,348 $2.04 Million

428

327M

26.8K

1.2K

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.