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

Rooted Wealth Advisors, Inc. currently holds 2.0K shares with a market value of $278.4K. It started holding PEP on 2024-09-30. At its peak, it held 3.3K shares on 2025-06-30. Its highest holding value was $442.0K on 2025-06-30. At its lowest, it held 2.0K shares on 2025-09-30, with a value of $358 on 2024-12-31. In the recent 180 days, Rooted Wealth Advisors, Inc. has decreased its shares by 488. In the recent year, Rooted Wealth Advisors, Inc. has decreased its shares by 825.