RWA
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Rooted Wealth Advisors’s Visa V Stock Holding History

Rooted Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$241K Buy
691
+19
+3% +$6.61K 0.08% 96
2025
Q1 		$210K Buy
+672
New +$210K 0.09% 87