Rooted Wealth Advisors, Inc.'s ownership history for AVGO

Rooted Wealth Advisors, Inc. currently holds 3.2K shares with a market value of $1.1M. It started holding AVGO on 2024-09-30. At its peak, it held 3.2K shares on 2025-09-30. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 2.5K shares on 2024-12-31, with a value of $524 on 2024-09-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has increased its shares by 142. In the recent year, Rooted Wealth Advisors, Inc. has increased its shares by 251.