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Root shares owned by Activest Wealth Management

Quarter-by-quarter ownership of Root (ROOT) shares owned by Activest Wealth Management from 13F filings

Historical chart of Activest Wealth Management investment in Root

Tip: Access up to 7 years of quarterly data

All positions including Root held by Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Root by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $218k 3.0k 72.59
2024-09-30 $113k 3.0k 37.78
2024-06-30 $155k 3.0k 51.61

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Alphabet Cap Stk Cl A (GOOGL)
Global X Fds Gb Msci Ar Etf (ARGT)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Blackstone Secd Lending Common Stock (BXSL)

View all positions for Activest Wealth Management

Top funds holding Root

Ribbit Management Company
SVB Capital Management
BlackRock
Vanguard Group
Susquehanna International
Citadel Advisors
D. E. Shaw & Co
Renaissance Technologies
Galileo
Geode Capital Management
State Street Corporation
Morgan Stanley
Jane Street
Dragoneer Investment
GMT Capital Corp

View all funds holding Root