Root Financial Partners, LLC

Q2 2023 13F Holdings

Location
Solana Beach, CA
Holdings as of
6/30/2023
Value ($000)
$167,999
Num holdings
63
Date filed
7/26/2023
Form type
13F-HR
Prev filing
5/11/2023
Next filing
10/19/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type