Rooted Wealth Advisors, Inc. Purchases and Sells in Q3 2024

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRO	111K + 78.18%	$57.47 - $62.76 $6.4M - $6.99M	254K $15.8M
JEPI	60.2K + 34.41%	$54.98 - $59.51 $3.31M - $3.58M	235K $13.8M
OMFL	56.1K + 24.36%	$47.65 - $52.99 $2.68M - $2.98M	287K $15M
SCHH	131K + 411.82%	$19.78 - $23.53 $2.59M - $3.08M	163K $3.66M
XLP	33.6K + 50.63%	$76.04 - $76.04 $2.55M - $2.55M	100K $8.06M
COM	70K + 315.89%	$28.26 - $29.46 $1.98M - $2.06M	92.1K $2.65M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVESCO ACTIVELY MANAGED EXC	234K New	N/A	234K $6.03M
FIDELITY COVINGTON TRUST	69.2K New	N/A	69.2K $2.2M
CIBR	32.1K New	$52.1 - $59.66 $1.67M - $1.91M	32.1K $1.9M
JMEE	12.7K New	$55.81 - $61.01 $709K - $775K	12.7K $767K
LMT	733 New	$460.3 - $584.56 $337K - $428K	733 $444K
BRK-B	934 New	$405.19 - $478.57 $378K - $447K	934 $424K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	-229K - 59.16%	$44.65 - $47.21 $10.2M - $10.8M	158K $7.29M
IUSG	-46.1K - 68.39%	$116.79 - $133.54 $5.38M - $6.15M	21.3K $2.78M
VCIT	-52.1K - 61.19%	$79.29 - $84.02 $4.13M - $4.38M	33.1K $2.73M
ISTB	-61.2K - 52.38%	$47.18 - $48.74 $2.89M - $2.98M	55.7K $2.68M
MOAT	-33.6K - 49.38%	$85.84 - $85.84 $2.89M - $2.89M	34.5K $3.29M
VCSH	-32.6K - 91.82%	$76.94 - $79.54 $2.51M - $2.6M	2.91K $229K

Activity Summary All Purchases 47 New Holdings 16 Increased Positions 31 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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