Root Financial Partners, LLC

Q1 2025 13F Holdings

Location
Encinitas, CA
Holdings as of
3/31/2025
Value ($000)
$938,159
Num holdings
210
Date filed
4/24/2025
Form type
13F-HR
Prev filing
1/29/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type