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

Rooted Wealth Advisors, Inc. currently holds 58.7K shares with a market value of $5.1M. It started holding XLP on 2024-09-30. At its peak, it held 127.8K shares on 2025-06-30. Its highest holding value was $10.3M on 2025-06-30. At its lowest, it held 58.7K shares on 2025-12-31, with a value of $8.1K on 2024-09-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has decreased its shares by 69.2K. In the recent year, Rooted Wealth Advisors, Inc. has decreased its shares by 60.1K.