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

Rooted Wealth Advisors, Inc. currently holds 101.0K shares with a market value of $7.9M. It started holding XLP on 2024-09-30. At its peak, it held 127.8K shares on 2025-06-30. Its highest holding value was $10.3M on 2025-06-30. At its lowest, it held 100.0K shares on 2024-09-30, with a value of $8.1K on 2024-09-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has decreased its shares by 19.7K. In the recent year, Rooted Wealth Advisors, Inc. has increased its shares by 1.0K.