Root Financial Partners, LLC American Centy ETF Tr Avantis Transaction History

Root Financial Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$73.38 - $91.25 $2,274 - $2,828	31 Added 0.49%	6,421 $577 Million
Q3 2023 Oct 19, 2023	BUY	$75.9 - $84.23 $2,201 - $2,442	29 Added 0.46%	6,390 $498 Million
Q2 2023 Jul 26, 2023	BUY	$69.33 - $77.71 $2,218 - $2,486	32 Added 0.51%	6,361 $494 Million
Q1 2023 May 11, 2023	BUY	$70.61 - $84.06 $446,890 - $532,015	6,329 New	6,329 $469 Million

671

88M

14.4K

4.2K

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Root Financial Partners, LLC with notifications on news.