Root Financial Partners, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025
Number of Shares
8,482
Previous 6,002 41.32%
Holding current value
$835 Million
Previous $597 Million 39.69%
% of portfolio
0.09%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
N/A
2,480 Added 41.32%
8,482 $835 Million
Q4 2024

Jan 29, 2025
BUY
N/A
2 Added 0.03%
6,002 $597 Million
Q3 2024

Oct 31, 2024
BUY
N/A
6,000 New
6,000 $608 Million
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