Rooted Wealth Advisors, Inc.
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,042,163 | 24,242 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $925,501 | 24,039 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $774,308 | 23,471 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $699,704 | 22,448 | Shares | Sole | 2025-04-08 |
| 2024-12-31 | $640,798 | 24,486 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $661,867 | 25,214 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $605,195 | 26,086 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $615,816 | 27,777 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $549,319 | 26,666 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $464,017 | 25,150 | Shares | Sole | 2023-11-21 |
| 2023-06-30 | $432,470 | 22,548 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $344,299 | 17,486 | Shares | Sole | 2023-04-26 |
| 2022-12-31 | $299,645 | 16,455 | Shares | Sole | 2023-02-13 |