Root Financial Partners, LLC
Position in SVOL — Simplify Volatility Premium ETF
CIK 1977181
ENCINITAS, CA
All Filings in SVOL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SVOL | $3,942 | 257 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 SVOL | $4,512 | 257 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 SVOL | $49,806 | 2,767 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||