Rooted Wealth Advisors, Inc. Wisdomtree Tr Currency Hedged Call Options Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DDWM
# of Institutions
114Shares Held
15.3MCall Options Held
0Put Options Held
0-
Park National Corp2.63MShares$107 Million3.64% of portfolio
-
Morgan Stanley New York, NY1.74MShares$71.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$55.1 Million0.02% of portfolio
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Hennion & Walsh Asset Management, Inc.1.18MShares$48.2 Million1.99% of portfolio
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Raymond James Financial Inc St. Petersburg, FL613KShares$25 Million0.01% of portfolio