Rooted Wealth Advisors, Inc. GTO Holdings History
Rooted Wealth Advisors, Inc.'s Invesco Total Return Bond ETF Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 264,347.00 shares of Invesco Total Return Bond ETF(GTO), totaling $12.32 Mil. This investment constitutes 4.26% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.63% of the outstanding Invesco Total Return Bond ETF(GTO) stock.
The initial trade took place in 2023Q1. And since then Rooted Wealth Advisors, Inc. has made 3 purchases of GTO, at an average price of $47.08, for a total of 277,814.00 shares. In addition, there have been 3 sales at an average price of $46.39 for 13,467.00 shares. Based on historical transaction data and GTO's current price of $46.57, Rooted Wealth Advisors, Inc.'s estimated gain on his GTO holdings is $-143,321.99, reflecting a -1.10% gain to date.
Rooted Wealth Advisors, Inc. GTO ($46.57) Holding Chart
Rooted Wealth Advisors, Inc. GTO ($46.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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