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Castle Wealth Management LLC lifted its position in shares of iShares Gold Trust Micro (NYSEARCA:IAUM – Free Report) by 2.6% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 152,087 shares of the company’s stock after buying an additional 3,794 shares during the quarter. iShares Gold Trust Micro comprises 1.9% of Castle Wealth Management […] ....
Rooted Wealth Advisors Inc. Increases Holdings in Meta Platforms, Inc. (NASDAQ:META) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Rooted Wealth Advisors Inc. raised its position in Vanguard Total International Stock Index Fund ETF Shares (NASDAQ:VXUS – Free Report) by 6.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,613 shares of the company’s stock after purchasing an additional 543 shares during the […] ....
Rooted Wealth Advisors Inc. Grows Position in McDonald's Co. (NYSE:MCD) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Rooted Wealth Advisors Inc. decreased its stake in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 3.7% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,776 shares of the company’s stock after selling 68 shares during the quarter. Rooted Wealth […] ....