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Root Financial Partners’s Fiserv FI Stock Holding History

Root Financial Partners’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,250
Closed -$276K – 259
2025
Q1 		$276K Sell
1,250
-1
-0.1% -$221 0.03% 167
2024
Q4 		$257K Buy
+1,251
New +$257K 0.03% 173