Root Financial Partners, LLC Uscf ETF Tr Divid Income Fd Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding UDI
# of Institutions
6Shares Held
102KCall 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$807,7410.0% of portfolio
-
Walkner Condon Financial Advisors LLC18.4KShares$550,1050.11% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.7KShares$320,6480.0% of portfolio
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Morgan Stanley New York, NY1Shares$290.0% of portfolio