Root Financial Partners, LLC
Q3 2024 13F Holdings
Location
Encinitas, CA
Holdings as of
9/30/2024
Value ($000)
$625,062
Num holdings
152
Date filed
10/31/2024
Form type
13F-HR
Prev filing
8/5/2024
Next filing
SEC
View on sec.gov
Compare Q3 2024 to
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type