Rooted Wealth Advisors, Inc. FIDELITY COVINGTON TRUST Transaction History

Rooted Wealth Advisors, Inc.

  • $308 Million
  • Q3 2025
Number of Shares
98,272
Previous 94,814 3.65%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
3,458 Added 3.65%
98,272 $0
Q2 2025

Jul 14, 2025
BUY
N/A
8,331 Added 9.63%
94,814 $0
Q1 2025

Apr 08, 2025
BUY
N/A
6,385 Added 7.97%
86,483 $0
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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