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Root Financial Partners, LLC → CVI
Root Financial Partners, LLC CVI Position History
CVR Energy, Inc. • Energy
Quarters held
4
Latest value
$7K
Q3 2026
Peak value
$7K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $292 |
| Q4 2025 | $204 |
| Q1 2026 | $2K |
| Q3 2026 | $7K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7K | 140 | — | — |
| Q1 2026 | $2K | 63 | — | — |
| Q4 2025 | $204 | 8 | — | — |
| Q3 2025 | $292 | 8 | — | — |
Other funds holding CVI
$2.3B
$2.3B
$2.3B
$2.1B
$1.9B
$1.9B
$1.8B
$1.7B
Other Root Financial Partners, LLC positions
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CRDO
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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