Root Financial Partners, LLC Options Holdings

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2,297
  • Current Value $1.62 Trillion
  • Prior Value $1.03 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2,048 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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