Root Financial Partners, LLC
Position in INO — Inovio Pharmaceuticals, Inc.
CIK 1977181
ENCINITAS, CA
Position in INO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$361
+$0 QoQ
Shares Held
208
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.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Root Financial Partners, LLC holds $1,618,863 across 150 Biotechnology names. INO ranks #94 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARDX |
Ardelyx, Inc.
|
57,539 | $344,658 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
309 | $238,745 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
305 | $136,194 | |
| 4 | BMRN |
Biomarin Pharmaceutical Inc
|
2,116 | $119,532 | |
| 5 | EXEL |
Exelixis, Inc.
|
2,331 | $99,976 | |
| 6 | CYTK |
Cytokinetics Inc
|
1,515 | $99,853 | |
| 7 | ROIV |
Roivant Sciences Ltd.
|
2,914 | $80,717 | |
| 8 | JAZZ |
Jazz Pharmaceuticals plc
|
297 | $56,147 |
All Filings in INO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $361 | 208 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $361 | 208 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $486 | 208 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||