Rooted Wealth Advisors, Inc. Invesco Actively Managed ETF T Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 264,347 shares of GTO stock, worth $12.4 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
264,347
Previous 248,579
6.34%
Holding current value
$12.4 Million
Previous $11.6 Million
6.55%
% of portfolio
4.5%
Previous 4.86%
Shares
5 transactions
Others Institutions Holding GTO
# of Institutions
209Shares Held
35.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.2MShares$150 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.95MShares$138 Million0.33% of portfolio
-
Envestnet Asset Management Inc2.93MShares$137 Million0.05% of portfolio
-
Invesco Ltd. Atlanta, GA2.35MShares$110 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.95MShares$91.3 Million0.01% of portfolio