Rooted Wealth Advisors, Inc. Direxion Shs ETF Tr Auspice Br Transaction History

Rooted Wealth Advisors, Inc.

$275 Million
Q2 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Direxion Shs ETF Tr Auspice Br stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 26,433 shares of COM stock, worth $740,124. This represents 0.27% of its overall portfolio holdings.

Number of Shares

26,433

Previous 24,008 10.1%

Holding current value

$740,124

Previous $701,000 4.28%

% of portfolio

0.27%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$27.55 - $29.44 $66,808 - $71,392	2,425 Added 10.1%	26,433 $731,000
Q1 2025 Apr 08, 2025	SELL	$28.37 - $29.61 $2.02 Million - $2.11 Million	-71,281 Reduced 74.81%	24,008 $701,000
Q4 2024 Jan 30, 2025	BUY	$28.24 - $29.18 $89,407 - $92,383	3,166 Added 3.44%	95,289 $2.72 Million
Q3 2024 Nov 12, 2024	BUY	$28.26 - $29.46 $1.98 Million - $2.06 Million	69,972 Added 315.89%	92,123 $2.65 Million
Q2 2024 Jul 25, 2024	SELL	$28.46 - $30.33 $28,858 - $30,754	-1,014 Reduced 4.38%	22,151 $642,000
Q1 2024 Apr 17, 2024	BUY	$27.6 - $28.67 $27,296 - $28,354	989 Added 4.46%	23,165 $666,000
Q4 2023 Feb 07, 2024	SELL	$27.64 - $29.65 $57,104 - $61,256	-2,066 Reduced 8.52%	22,176 $616,000
Q3 2023 Nov 21, 2023	BUY	$29.23 - $30.52 $100,258 - $104,683	3,430 Added 16.48%	24,242 $695,000
Q2 2023 Aug 03, 2023	BUY	$29.43 - $31.53 $50,855 - $54,483	1,728 Added 9.05%	20,812 $614,000
Q1 2023 Apr 26, 2023	BUY	$29.18 - $30.67 $79,398 - $83,453	2,721 Added 16.63%	19,084 $594,000
Q4 2022 Feb 13, 2023	BUY	$29.39 - $30.29 $480,908 - $495,635	16,363 New	16,363 $481,000

Others Institutions Holding COM

# of Institutions

Shares Held

5.58M

Call Options Held

21K

Put Options Held

5.3K

View Full List

About DIREXION SHS ETF TR AUSPICE BR

Ticker COM
Sector ETFs
Industry ETFs

More about COM

Track This Portfolio

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.

Account

Rooted Wealth Advisors, Inc. Direxion Shs ETF Tr Auspice Br Transaction History