Number of Shares
752
Previous 752 -0.0%
Holding current value
$335,000
Previous $347,000 3.46%
% of portfolio
0.15%
Previous 0.17%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 26, 2023

BUY
N/A
752 New
752 $270,000
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.