Skip to main content

Root Financial Partners, LLC

Position in CEF — CEF ETF

CIK 1977181 ENCINITAS, CA

All Filings in CEF

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $736,933 18,318
2026-03-31 $874,134 18,318
2025-09-30 $22,160 604