Root Financial Partners
LTRX icon

Root Financial Partners’s Lantronix LTRX Stock Holding History

Root Financial Partners’s Portfolio LTRX Stock Details LTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$908 Buy
+126
New +$724 ﹤0.01% 2989

Other funds holding LTRX

Essex Investment Management
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Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Root Financial Partners's LTRX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lantronix (LTRX) in Q3 2026: 126 shares worth $908. The stake represents ﹤0.01% of the portfolio and ranks #2989 among its holdings.

9 funds tracked by Wall St. Rank hold LTRX as of Q3 2026.

  • Root Financial Partners held 126 shares of Lantronix worth $908 as of Q3 2026.
  • Lantronix was a new Root Financial Partners position in Q3 2026.
  • Lantronix made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2989 holding.
  • 9 funds tracked by Wall St. Rank held Lantronix as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.