SW
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SVB Wealth’s Root ROOT Stock Holding History

SVB Wealth’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-155
Closed -$20.7K – 1391
2025
Q1 		$20.7K Buy
+155
New +$20.7K ﹤0.01% 743