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Root Financial Partners, LLC → IVVD
Root Financial Partners, LLC IVVD Position History
Invivyd, Inc.
Quarters held
1
Latest value
$216
Q3 2026
Peak value
$216
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $216 | 248 | — | — |
Other funds holding IVVD
$52.2M
$46.9M
$36.8M
$24.7M
$23.6M
$20.9M
Other Root Financial Partners, LLC positions
CRDO
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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