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Rooted Wealth Advisors Inc. increased its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 15.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,469 shares of the company’s stock after acquiring an additional 749 shares […] ....
Rooted Wealth Advisors Inc. Purchases Shares of 32,852 Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) themarketsdaily.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themarketsdaily.com Daily Mail and Mail on Sunday newspapers.
Rooted Wealth Advisors Inc. lifted its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 6.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,160 shares of the company’s stock after buying an additional 126 […] ....
Rooted Wealth Advisors Inc. increased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 22.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,540 shares of the oil and gas company’s stock after purchasing an additional 473 […] ....
Rooted Wealth Advisors Inc. raised its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 16.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 29,495 shares of the company’s stock after purchasing an additional 4,131 shares during the period. […] ....