Root Financial Partners, LLC Uscf ETF Tr Divid Income Fd Transaction History
Root Financial Partners, LLC
- $1.03 Trillion
- Q2 2025
Shares
1 transactions
Others Institutions Holding UDI
# of Institutions
6Shares Held
95KCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA45.4KShares$1.37 Million0.01% of portfolio
-
Gts Securities LLC New York, NY18.5KShares$559,9800.02% of portfolio
-
Walkner Condon Financial Advisors LLC18.3KShares$552,4830.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.5KShares$379,1740.0% of portfolio
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Ubs Group Ag247Shares$7,4660.0% of portfolio