Root Financial Partners, LLC Purchases and Sells in Q1 2025

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

Top Buys

Incresed Positions

104 operations
Stock Shares change Price Range Shares Held Trade History
577K
+ 24.91%
$59.61 - $66.71 $34.4M - $38.5M
2.89M $175B
246K
+ 1793.65%
$58.81 - $68.2 $14.4M - $16.7M
259K $15.5B
277K
+ 34.18%
$46.74 - $47.55 $12.9M - $13.2M
1.09M $51.6B
182K
+ 5.85%
$28.88 - $32.4 $5.27M - $5.91M
3.3M $103B
174K
+ 16.4%
$40.79 - $42.32 $7.09M - $7.35M
1.23M $51.9B
258K
+ 14.17%
$24.64 - $26.86 $6.36M - $6.93M
2.08M $53.8B
View all

New Holdings

18 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
479K
New
N/A
479K $14.6B
12.4K
New
$442.66 - $534.52 $5.5M - $6.64M
12.4K $6.62B
2.6K
New
$571.29 - $819.71 $1.49M - $2.13M
2.6K $1.49B
10.6K
New
N/A
10.6K $371M
992
New
$307.43 - $357.48 $305K - $355K
992 $306M
832
New
$308.86 - $455.36 $257K - $379K
832 $293M
View all

Top Sells

Reduced Positions

69 operations
Stock Shares change Price Range Shares Held Trade History
-177K
- 11.97%
$27.56 - $32.1 $4.87M - $5.67M
1.3M $36.6B
-158K
- 10.41%
$39.96 - $43.3 $6.32M - $6.84M
1.36M $56.1B
-32.9K
- 4.23%
$32.42 - $36.13 $1.07M - $1.19M
745K $24.6B
-955
- 9.67%
$222.15 - $428.22 $212K - $409K
8.92K $2.31B
-2.38K
- 30.4%
$167.43 - $244.7 $398K - $582K
5.45K $932M
-10.9K
- 66.58%
$71.24 - $83.64 $775K - $910K
5.46K $428M
View all
Activity Summary
Buys All Purchases 122 New Holdings 18 Increased Positions 104 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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