| |
|
|
| Name: |
Root Financial Partners LLC |
| City: |
SOLANA BEACH |
| State: |
CA |
| Zip: |
92075 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
6 |
|
View All Holdings |
Currently
Viewing:
Closed Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VBR |
Vanguard Small Cap Val VIPER |
101 |
Closed |
$190.08 |
$0 |
0 |
0% |
-215,000 |
-1,193 |
0 |
Closed - End Fund - E... |
|
|
OSA |
Prosomnus, Inc. |
100 |
Closed |
$0.00 |
$0 |
0 |
0% |
-62,000 |
-63,035 |
0 |
N/A |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
99 |
Closed |
$93.45 |
$0 |
0 |
0% |
-577,000 |
-6,421 |
0 |
N/A |
|
|
DFAX |
Dimensional Funds plc - Wor... |
98 |
Closed |
$26.36 |
$0 |
0 |
0% |
-292,000 |
-11,948 |
0 |
N/A |
|
|
AVDV |
Avantis International Small... |
97 |
Closed |
$0.00 |
$0 |
0 |
0% |
-240,000 |
-3,834 |
0 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
96 |
Closed |
$529.45 |
$0 |
0 |
0% |
-203,000 |
-427 |
0 |
Closed - End Fund - E... |
|
