Root Financial Partners, LLC Purchases and Sells in Q3 2024

Root Financial Partners, LLC

$625 Billion
Q3 2024

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	495K + 37.36%	$56.04 - $62.2 $27.8M - $30.8M	1.82M $113B
DFAI	603K + 33.1%	$28.69 - $32.06 $17.3M - $19.3M	2.43M $77.1B
DFUV	344K + 42.58%	$38.51 - $41.69 $13.2M - $14.3M	1.15M $48B
DFSV	338K + 42.4%	$28.25 - $31.7 $9.54M - $10.7M	1.13M $34.9B
DFAE	356K + 31.95%	$24.46 - $27.82 $8.7M - $9.9M	1.47M $40.3B
DFSD	188K + 49.77%	$47.0 - $47.84 $8.84M - $9M	566K $27B

New Holdings

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	11.9K New	$405.19 - $478.57 $4.84M - $5.71M	11.9K $5.49B
ISRG	3.51K New	$416.14 - $494.01 $1.46M - $1.73M	3.51K $1.72B
AVUV	16.9K New	$88.24 - $99.7 $1.49M - $1.69M	16.9K $1.62B
BABA	12.3K New	$72.18 - $107.33 $889K - $1.32M	12.3K $1.31B
USFR	17.4K New	$50.2 - $50.48 $872K - $877K	17.4K $873M
EPD	27.5K New	$27.88 - $30.0 $768K - $826K	27.5K $801M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAT	-2.54K - 60.78%	$316.8 - $391.12 $805K - $994K	1.64K $642M
DFIP	-11K - 18.61%	$40.69 - $42.46 $446K - $465K	47.9K $2.03B
SCHB	-6.34K - 45.6%	$59.93 - $66.52 $380K - $422K	7.57K $503M
EMXC	-2.4K - 24.77%	$56.04 - $62.99 $135K - $151K	7.3K $446M
BND	-2.88K - 9.91%	$71.45 - $75.64 $206K - $218K	26.2K $1.97B
LPLA	-2 - 0.09%	$193.0 - $282.1 $386 - $564	2.21K $513M

Activity Summary All Purchases 119 New Holdings 44 Increased Positions 75 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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