Rooted Wealth Advisors, Inc. INVESCO ACTIVELY MANAGED EXC Transaction History

Rooted Wealth Advisors, Inc.

  • $308 Million
  • Q3 2025
Number of Shares
240,761
Previous 233,617 3.06%
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
7,144 Added 3.06%
240,761 $0
Q2 2025

Jul 14, 2025
BUY
N/A
6,728 Added 2.97%
233,617 $0
Q1 2025

Apr 08, 2025
SELL
N/A
-11,859 Reduced 4.97%
226,889 $0
Q4 2024

Jan 30, 2025
BUY
N/A
4,309 Added 1.84%
238,748 $6.12 Million
Q3 2024

Nov 12, 2024
BUY
N/A
234,439 New
234,439 $6.03 Million
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