Rooted Wealth Advisors, Inc. Direxion Shs ETF Tr Auspice Br Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Direxion Shs ETF Tr Auspice Br stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 30,166 shares of COM stock, worth $890,500. This represents 0.28% of its overall portfolio holdings.
Number of Shares
30,166
Previous 26,433
14.12%
Holding current value
$890,500
Previous $731,000
18.47%
% of portfolio
0.28%
Previous 0.27%
Shares
12 transactions
Others Institutions Holding COM
# of Institutions
73Shares Held
3.78MCall Options Held
0Put Options Held
0-
Fundamentun, LLC Beachwood, OH431KShares$12.7 Million0.56% of portfolio
-
High Tower Advisors, LLC Chicago, IL387KShares$11.4 Million0.01% of portfolio
-
Pitcairn CO Jenkintown, PA369KShares$10.9 Million0.85% of portfolio
-
Pasadena Private Wealth, LLC Pasadena, CA257KShares$7.58 Million1.29% of portfolio
-
Wbi Investments, Inc.195KShares$5.76 Million1.54% of portfolio