Number of Shares
5,929.00
Current Holdings Value*
$546,360.00
% of Portfolio
0.19%
Total Estimate Gain
$84,606.83
% of Total Estimate Gain
17.68%

Rooted Wealth Advisors, Inc.'s ETF SER SOLUTIONS Holding Summary

As of 2025-06-30, Rooted Wealth Advisors, Inc. held 5,929.00 shares of ETF SER SOLUTIONS(QTUM), totaling $546,360.00. This investment constitutes 0.19% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.03% of the outstanding ETF SER SOLUTIONS(QTUM) stock.

The initial trade took place in 2025Q2. And since then Rooted Wealth Advisors, Inc. has made 1 purchases of QTUM, at an average price of $80.71, for a total of 5,929.00 shares. Based on historical transaction data and QTUM's current price of $94.98, Rooted Wealth Advisors, Inc.'s estimated gain on his QTUM holdings is $84,606.83, reflecting a 17.68% gain to date.

Rooted Wealth Advisors, Inc. QTUM ($94.98) Holding Chart

Rooted Wealth Advisors, Inc. QTUM ($94.98) 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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