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Rooted Wealth Advisors, Inc.

SEC CIK
0001963732
Latest filing
Jul 28, 2026

CASY holding history

Caseys General Stores Inc in every 13F filed by Rooted Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CASY overviewAll 13F holders of CASYFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2026
Holdings of CASY by Rooted Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−371−100.0%Sold outHolders
Q1 2026371$285.1K0.1%+371NewHolders