Rooted Wealth Advisors, Inc.
Q3 2023 13F Holdings
Location
Bourbonnais, IL
Holdings as of
9/30/2023
Value ($000)
$162,382
Num holdings
74
Date filed
11/21/2023
Form type
13F-HR
Prev filing
8/3/2023
Next filing
2/7/2024
SEC
View on sec.gov
Compare Q3 2023 to
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type