Rooted Wealth Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 48,096 shares of SHYG stock, worth $2.06 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
48,096
Previous 44,815
7.32%
Holding current value
$2.06 Million
Previous $1.93 Million
7.71%
% of portfolio
0.68%
Previous 0.7%
Shares
10 transactions
Others Institutions Holding SHYG
# of Institutions
616Shares Held
140MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A614MShares$598 Million0.1% of portfolio
-
Assetmark, Inc11.1MShares$472 Million1.05% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.3MShares$440 Million1.24% of portfolio
-
Bramshill Investments, LLC Naples, FL8.69MShares$371 Million28.29% of portfolio
-
Personal Capital Advisors Corp8.07MShares$345 Million1.6% of portfolio