Root Financial Partners, LLC's ownership history for CGDV


Root Financial Partners, LLC currently holds 11.1K shares with a market value of $482.7K. It started holding CGDV on 2025-06-30. At its peak, it held 11.1K shares on 2025-12-31. Its highest holding value was $482.7K on 2025-12-31. At its lowest, it held 5.3K shares on 2025-06-30, with a value of $209.6K on 2025-06-30. In the recent 180 days, Root Financial Partners, LLC has increased its shares by 5.8K.


Root Financial Partners, LLC's ownership history for CGDV