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Rooted Wealth Advisors, Inc.

SEC CIK
0001963732
Latest filing
Jul 28, 2026

PFE holding history

Pfizer 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.

PFE overviewAll 13F holders of PFEFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2023
Holdings of PFE by Rooted Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−5,625−100.0%Sold outHolders
Q2 20235,625$205.0K0.1%+5,625NewHolders