Number of Shares
7,471
Previous 11,308 33.93%
Holding current value
$543 Million
Previous $817 Million 33.5%
% of portfolio
0.06%
Previous 0.1%

Shares

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

Apr 24, 2025

SELL
N/A
-3,837 Reduced 33.93%
7,471 $543 Million
Q4 2024

Jan 29, 2025

BUY
N/A
11,308 New
11,308 $817 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.