Root Financial Partners, LLC Uscf ETF Tr Divid Income Fd Transaction History

Root Financial Partners, LLC

$938 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$26.84 - $29.99 $634,953 - $709,473	23,657 New	23,657 $708 Million

Others Institutions Holding UDI

# of Institutions

5

Shares Held

93.1K

Call Options Held

0

Put Options Held

0

Envestnet Portfolio Solutions, Inc. Berwyn, PA

51.3K
Shares

$1.53 Million
0.01% of portfolio
Walkner Condon Financial Advisors LLC

22.9K
Shares

$681,605
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.7K
Shares

$319,712
0.0% of portfolio
Gts Securities LLC New York, NY

8.21K
Shares

$244,650
0.01% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

About USCF ETF TR DIVID INCOME FD

Ticker UDI
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