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Root Financial Partners, LLC → UTI

Root Financial Partners, LLC UTI Position History

Universal Technical Institute, Inc. • Services

Quarters held
2
Latest value
$392
Q3 2026
Peak value
$794
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$794
Q3 2026$392

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$39221——
Q1 2026$79422——

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