EverSource Wealth Advisors’s Root ROOT Stock Holding History

EverSource Wealth Advisors’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$512	Buy
2025 Q1	$400	Sell
2024 Q4	$290	Buy
2022 Q4	–	Sell
2022 Q3	$0	Buy