Rooted Wealth Advisors, Inc.

Q1 2024 13F Holdings

Location
Bourbonnais, IL
Holdings as of
3/31/2024
Value ($000)
$202,926
Num holdings
82
Date filed
4/17/2024
Form type
13F-HR
Prev filing
2/7/2024
Next filing
7/25/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type