Root Financial Partners, LLC Uscf ETF Tr Divid Income Fd Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding UDI
# of Institutions
6Shares Held
102KCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA46KShares$1.39 Million0.0% of portfolio
-
Gts Securities LLC New York, NY27.1KShares$814,7760.0% of portfolio
-
Walkner Condon Financial Advisors LLC18.4KShares$554,8970.11% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.7KShares$323,4410.0% of portfolio
-
Morgan Stanley New York, NY1Shares$300.0% of portfolio