Showing options holdings,
see here
for stock holdings
Root Financial Partners, LLC Q1 2023 Portfolio
Root Financial Partners, LLC didn't report any options holdings as of Q1 2023.
Check stock holdings.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
James Conole
Chief Compliance Officer
Solana Beach, California
11 May 2023
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