Root Financial Partners, LLC's ownership history for AGG

Root Financial Partners, LLC currently holds 1.7K shares with a market value of $171.9K. It started holding AGG on 2024-09-30. At its peak, it held 2.6K shares on 2025-03-31. Its highest holding value was $257.3K on 2024-09-30. At its lowest, it held 40 shares on 2025-12-31, with a value of $3.9K on 2025-12-31. In the recent 180 days, Root Financial Partners, LLC has increased its shares by 896. In the recent year, Root Financial Partners, LLC has decreased its shares by 809.