Rooted Wealth Advisors, Inc. FIDELITY COVINGTON TRUST Transaction History

Rooted Wealth Advisors, Inc.

  • $256 Million
  • Q4 2024
Number of Shares
80,098
Previous 69,164 15.81%
Holding current value
$2.65 Million
Previous $2.2 Million 20.69%
% of portfolio
1.04%
Previous 0.98%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
10,934 Added 15.81%
80,098 $2.65 Million
Q3 2024

Nov 12, 2024
BUY
N/A
69,164 New
69,164 $2.2 Million
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