Position in PENN
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,202
+$1,143 QoQ
Shares Held
80
+1900.0% 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 PENN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Root Financial Partners, LLC holds $576,034 across 1 Resorts & Casinos name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WYNN |
Wynn Resorts Ltd
|
5,933 | $576,034 |
All Filings in PENN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,202 | 80 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $59 | 4 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,370 | 175 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||