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

Rooted Wealth Advisors, Inc. currently holds 494 shares with a market value of $286.8K. It started holding MA on 2024-09-30. At its peak, it held 494 shares on 2025-09-30. Its highest holding value was $286.8K on 2025-09-30. At its lowest, it held 477 shares on 2025-03-31, with a value of $239 on 2024-09-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has increased its shares by 17. In the recent year, Rooted Wealth Advisors, Inc. has increased its shares by 7.