Rooted Wealth Advisors, Inc.
Holdings in UP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $29,546 | 45,041 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $46,000 | 25,000 | Shares | Sole | 2025-10-20 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $29,546 | 45,041 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $46,000 | 25,000 | Shares | Sole | 2025-10-20 |