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Root Financial Partners’s USCF Dividend Income Fund UDI Stock Holding History

Root Financial Partners’s Portfolio UDI Stock Details UDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,657
Closed -$708K – 222
2024
Q3 		$708K Buy
+23,657
New +$708K 0.11% 69