Rooted Wealth Advisors »

Direxion Auspice Broad Commodity shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Direxion Auspice Broad Commodity (COM) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Direxion Auspice Broad Commodity

Tip: Access up to 7 years of quarterly data

All positions including Direxion Auspice Broad Commodity held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Direxion Auspice Broad Commodity by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $666k 23k 28.75
2023-12-31 $616k 22k 27.78
2023-09-30 $695k 24k 28.67
2023-06-30 $614k 21k 29.50
2023-03-31 $594k 19k 31.13
2022-12-31 $481k 16k 29.40

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding Direxion Auspice Broad Commodity

Pitcairn Company
HighTower Advisors
WBI Investments
Pasadena Private Wealth
Stifel Financial
Jane Street
Wealthcare Advisory Partners
Fundamentun
Atria Wealth Solutions
Ifrah Financial Services
Royal Bank of Canada
Bank Of Montreal
Kestra Private Wealth Services
Smart Money Group
MBL Wealth

View all funds holding Direxion Auspice Broad Commodity