Position in AVTR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,626
+$323 QoQ
Shares Held
335
+66.7% 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 AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Root Financial Partners, LLC holds $1,693,719 across 1 Medical Instruments & Supplies name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,259 | $1,693,719 |
All Filings in AVTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,626 | 335 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,303 | 201 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,257 | 261 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||