Rooted Wealth Advisors, Inc. Ishares U S ETF Tr Int Rate He Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 90,867 shares of HYGH stock, worth $7.66 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
90,867
Previous 93,405
2.72%
Holding current value
$7.66 Million
Previous $8.09 Million
4.27%
% of portfolio
3.24%
Previous 3.16%
Shares
2 transactions
Others Institutions Holding HYGH
# of Institutions
91Shares Held
1.85MCall Options Held
0Put Options Held
0-
Minich Mac Gregor Wealth Management, LLC160KShares$13.4 Million3.24% of portfolio
-
Kovack Advisors, Inc.126KShares$10.6 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC119KShares$9.99 Million0.0% of portfolio
-
Matauro, LLC New York, NY117KShares$9.88 Million2.03% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY92.8KShares$7.82 Million0.09% of portfolio