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


Rooted Wealth Advisors, Inc. currently holds 856 shares with a market value of $302.6K. It started holding AXP on 2025-06-30. At its peak, it held 856 shares on 2025-12-31. Its highest holding value was $302.6K on 2025-12-31. At its lowest, it held 680 shares on 2025-06-30, with a value of $217.3K on 2025-06-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has increased its shares by 176.


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