Number of Shares
8,275
Previous 6,735 22.87%
Holding current value
$923 Million
Previous $743 Million 24.21%
% of portfolio
0.1%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

BUY
N/A
1,540 Added 22.87%
8,275 $923 Million
Q4 2024

Jan 29, 2025

BUY
N/A
6,735 New
6,735 $743 Million
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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