Root Financial Partners, LLC
Position in BBRE — JPMorgan BetaBuilders MSCI US REIT ETF
CIK 1977181
ENCINITAS, CA
All Filings in BBRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BBRE | $12,344 | 129 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 BBRE | $17,406 | 188 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 BBRE | $17,759 | 186 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||