Root Financial Partners, LLC Uscf ETF Tr Divid Income Fd Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
Shares
1 transactions
Others Institutions Holding UDI
# of Institutions
5Shares Held
80KCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA48.9KShares$1.51 Million0.01% of portfolio
-
Gts Securities LLC New York, NY18.5KShares$574,0580.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.3KShares$382,5090.0% of portfolio
-
Ubs Group Ag247Shares$7,6540.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$0100.0% of portfolio