Rooted Wealth Advisors, Inc. FIDELITY COVINGTON TRUST Transaction History

Rooted Wealth Advisors, Inc.

  • $239 Million
  • Q1 2025
Number of Shares
86,483
Previous 80,098 7.97%
Holding current value
$0
Previous $2.65 Million 100.0%
% of portfolio
0.0%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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