IFP Advisors’s Root ROOT Stock Holding History

IFP 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	–	Hold
2025 Q1	–	Sell
2024 Q4	$7.7K	Buy
2023 Q3	–	Sell
2023 Q2	$36	Buy
2021 Q4	–	Sell
2021 Q3	$3K	Hold
2021 Q2	$7K	Hold
2021 Q1	$8K	Buy