Root Financial Partners, LLC Uscf ETF Tr Divid Income Fd Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 2024
A detailed history of Root Financial Partners, LLC transactions in Uscf ETF Tr Divid Income Fd stock. As of the latest transaction made, Root Financial Partners, LLC holds 23,657 shares of UDI stock, worth $704,268. This represents 0.11% of its overall portfolio holdings.
Number of Shares
23,657Holding current value
$704,268% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding UDI
# of Institutions
7Shares Held
123KCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA46KShares$1.37 Million0.0% of portfolio
-
Gts Securities LLC New York, NY27.1KShares$805,5760.0% of portfolio
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Walkner Condon Financial Advisors LLC15.2KShares$452,7120.09% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ10.7KShares$319,7890.0% of portfolio
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Morgan Stanley New York, NY1Shares$290.0% of portfolio