Number of Shares
6,989
Previous 6,986 0.04%
Holding current value
$444 Million
Previous $416 Million 6.63%
% of portfolio
0.07%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
N/A
3 Added 0.04%
6,989 $444 Million
Q4 2023

Jan 29, 2024

BUY
N/A
6,986 New
6,986 $384 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.