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Daniel Degheri

@Root Financial Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$625.062MTotal holdings152
Assets growth rate46.32%Assets growth rate (2-Q avg)36.51%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Root Financial Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Root Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 625.062M in assets, with a quarterly growth rate of 46.32% and a 2-quarter average growth rate of 36.51%. The portfolio is managed by Daniel Degheri, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JEPQJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$437,315
7,880 shares@ $55.5 avg price
DEEDFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$296,906
14,392 shares@ $20.63 avg price
SCHFSchwab Strategic Tr
Recent Activity
Exited
0%
$287,644
7,487 shares@ $38.42 avg price
DELLDell Technologies Inc
Recent Activity
Exited
0%
$283,704
2,057 shares@ $137.93 avg price
SCHZSchwab Strategic Tr
Recent Activity
Exited
0%
$277,890
6,097 shares@ $45.58 avg price