Root Financial Partners, LLC
Position in AESI — Atlas Energy Solutions Inc.
CIK 1977181
ENCINITAS, CA
Position in AESI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,723
+$1,332 QoQ
Shares Held
360
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Root Financial Partners, LLC holds $221,044 across 1 Oil & Gas Equipment & Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
3,334 | $221,044 |
All Filings in AESI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,723 | 360 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,391 | 360 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,093 | 360 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||