Rooted Wealth Advisors, Inc. Ishares Tr Tips Bd ETF Transaction History

Rooted Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 21, 2023	BUY	$103.4 - $107.7 $37,224 - $38,772	360 Added 12.6%	3,218 $336,000
Q2 2023 Aug 03, 2023	SELL	$107.1 - $111.15 $3,748 - $3,890	-35 Reduced 1.21%	2,858 $304,000
Q1 2023 Apr 26, 2023	BUY	$106.24 - $110.25 $27,941 - $28,995	263 Added 10.0%	2,893 $318,000
Q4 2022 Feb 13, 2023	BUY	$104.91 - $110.18 $275,913 - $289,773	2,630 New	2,630 $280,000

1,083

110M

1.55M

1.46M

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.