Rooted Wealth Advisors, Inc. INVESCO ACTIVELY MANAGED EXC Transaction History

Rooted Wealth Advisors, Inc.

  • $256 Million
  • Q4 2024
Number of Shares
238,748
Previous 234,439 1.84%
Holding current value
$6.12 Million
Previous $6.03 Million 1.63%
% of portfolio
2.39%
Previous 2.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
4,309 Added 1.84%
238,748 $6.12 Million
Q3 2024

Nov 12, 2024
BUY
N/A
234,439 New
234,439 $6.03 Million
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