Rooted Wealth Advisors, Inc. Consumer Staples Sector Spdr Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 100,960 shares of XLP stock, worth $7.68 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
100,960
Previous 127,848
21.03%
Holding current value
$7.68 Million
Previous $9.72 Million
21.04%
% of portfolio
2.49%
Previous 3.53%
Shares
12 transactions
Others Institutions Holding XLP
# of Institutions
1,384Shares Held
205MCall Options Held
5.46MPut Options Held
43.2M-
Bank Of America Corp Charlotte, NC26.6MShares$2.02 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY12.5MShares$948 Million0.12% of portfolio
-
Morgan Stanley New York, NY9.96MShares$757 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$740 Million0.05% of portfolio
-
Barclays PLC London, X08.79MShares$668 Million0.08% of portfolio