Rooted Wealth Advisors, Inc.
Q1 2023 13F Holdings
Location
Bourbonnais, IL
Holdings as of
3/31/2023
Value ($000)
$134,776
Num holdings
86
Date filed
4/26/2023
Form type
13F-HR
Prev filing
2/13/2023
Next filing
8/3/2023
SEC
View on sec.gov
Compare Q1 2023 to
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type