Root Financial Partners, LLC

Q1 2023 13F Holdings

Location
Solana Beach, CA
Holdings as of
3/31/2023
Value ($000)
$140,192
Num holdings
62
Date filed
5/11/2023
Form type
13F-HR
Prev filing
Next filing
7/26/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type