Root Financial Partners, LLC Sells in Q3 2024

Root Financial Partners, LLC

  • $625 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
-2.54K
- 60.78%
$316.8 - $391.12 $805K - $994K
1.64K $642M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-11K
- 18.61%
$40.69 - $42.46 $446K - $465K
47.9K $2.03B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.34K
- 45.6%
$59.93 - $66.52 $380K - $422K
7.57K $503M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.4K
- 24.77%
$56.04 - $62.99 $135K - $151K
7.3K $446M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.88K
- 9.91%
$71.45 - $75.64 $206K - $218K
26.2K $1.97B
LPLA
Lpl Financial Holdings Inc.

Financial Services
-2
- 0.09%
$193.0 - $282.1 $386 - $564
2.21K $513M
IEFA
Ishares Tr

ETFs
-1.53K
- 28.4%
$70.09 - $78.74 $107K - $120K
3.85K $300M
MNST
Monster Beverage Corp

Consumer Defensive
-1.79K
- 22.82%
$45.01 - $52.47 $80.6K - $93.9K
6.05K $316M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-763
- 23.09%
$96.25 - $101.98 $73.4K - $77.8K
2.54K $257M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-8.3K
- 18.25%
$19.78 - $23.53 $164K - $195K
37.2K $861M
F
Ford Motor CO

Consumer Cyclical
-962
- 6.0%
$9.71 - $14.55 $9.34K - $14K
15.1K $159M
FYX
First Tr Small Cap Core Alphad

ETFs
-1.1K
- 11.79%
$89.32 - $100.62 $98.6K - $111K
8.26K $822M
BNDX
Vanguard Total International B

ETFs
-705
- 6.71%
$48.42 - $50.35 $34.1K - $35.5K
9.81K $493M
FVD
First Tr Value Line Divid Inde

ETFs
-2.06K
- 12.93%
$40.45 - $45.49 $83.2K - $93.6K
13.9K $630M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-188
- 6.76%
$77.02 - $85.06 $14.5K - $16K
2.59K $219M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-803
- 5.22%
$30.74 - $34.07 $24.7K - $27.4K
14.6K $497M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-207
- 1.55%
$178.94 - $207.0 $37K - $42.8K
13.1K $2.64B
KFY
Korn Ferry

Industrials
-381
- 7.5%
$64.17 - $75.61 $24.4K - $28.8K
4.7K $354M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-84
- 1.98%
$113.45 - $126.18 $9.53K - $10.6K
4.15K $524M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.81K
- 6.24%
$32.65 - $36.69 $91.7K - $103K
42.2K $1.54B
DFAT
Dimensional ETF Tr U S Target

ETFs
-536
- 2.78%
$51.0 - $57.07 $27.3K - $30.6K
18.8K $1.04B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-8
- 0.03%
$25.21 - $28.46 $202 - $228
30.6K $861M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-435
- 2.57%
$59.25 - $65.33 $25.8K - $28.4K
16.5K $1.07B
RDVY
First Trust Rising Dividend Ac

ETFs
-1.39K
- 4.56%
$53.68 - $59.24 $74.4K - $82.1K
29K $1.72B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-187
- 1.98%
$162.83 - $179.16 $30.4K - $33.5K
9.24K $1.66B
Activity Summary
Buys All Purchases 119 New Holdings 44 Increased Positions 75 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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