Rooted Wealth Advisors, Inc. Direxion Shs ETF Tr Auspice Br Transaction History
Rooted Wealth Advisors, Inc.
- $256 Million
- Q4 2024
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 95,289 shares of COM stock, worth $2.77 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
95,289
Previous 92,123
3.44%
Holding current value
$2.77 Million
Previous $2.65 Million
2.53%
% of portfolio
1.06%
Previous 1.18%
Shares
9 transactions
Others Institutions Holding COM
# of Institutions
77Shares Held
6.3MCall Options Held
50KPut Options Held
0-
Pitcairn CO Jenkintown, PA1.89MShares$55 Million3.21% of portfolio
-
Pasadena Private Wealth, LLC Pasadena, CA532KShares$15.5 Million3.29% of portfolio
-
High Tower Advisors, LLC Chicago, IL472KShares$13.7 Million0.02% of portfolio
-
Mbl Wealth, LLC Charlotte, NC316KShares$9.2 Million1.05% of portfolio
-
Stifel Financial Corp St. Louis, MO248KShares$7.22 Million0.01% of portfolio