Rooted Wealth Advisors, Inc.

Q1 2025 13F Holdings

Location
Bourbonnais, IL
Holdings as of
3/31/2025
Value ($000)
$232,107
Num holdings
91
Date filed
4/8/2025
Form type
13F-HR
Prev filing
1/30/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type