Back to AESI
Root Financial Partners, LLC → AESI
Root Financial Partners, LLC AESI Position History
Atlas Energy Solutions Inc. • Energy
Quarters held
4
Latest value
$5K
Q3 2026
Peak value
$5K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q4 2025 | $3K |
| Q1 2026 | $5K |
| Q3 2026 | $5K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 441 | — | — |
| Q1 2026 | $5K | 360 | — | — |
| Q4 2025 | $3K | 360 | — | — |
| Q3 2025 | $4K | 360 | — | — |
Other funds holding AESI
$141.2M
$99.3M
$82.4M
$69M
$63.4M
$63.4M
Other Root Financial Partners, LLC positions
CRDO
$202.9MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$186.8MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF