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

Rooted Wealth Advisors, Inc. currently holds 10.7K shares with a market value of $1.1M. It started holding MOAT on 2024-09-30. At its peak, it held 40.7K shares on 2025-03-31. Its highest holding value was $3.3M on 2025-06-30. At its lowest, it held 10.7K shares on 2025-12-31, with a value of $3.3K on 2024-09-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has decreased its shares by 23.1K. In the recent year, Rooted Wealth Advisors, Inc. has decreased its shares by 27.2K.