Purchases and Sales Made in Q1 2025 in Strategy Shs Newfound/Resolve (ROMO)
This table provides information about the institutional ownership of Strategy Shs Newfound/Resolve (ROMO) during Q1 2025. The information is specifically focused on institutions that hold shares of STRATEGY SHS NEWFOUND/RESOLVE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.67K+ 2.52% |
$171K - $186K
|
231K
$7.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.02K+ 8.71% |
$121K - $132K
|
50.2K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 100.0% |
$36.1K - $39.5K
|
2.4K
$74.6K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
343+ 0.6% |
$10.3K - $11.3K
|
57.9K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
48New |
$1.44K - $1.58K
|
48
$1.49K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
35+ 1.33% |
$1.05K - $1.15K
|
2.67K
$83.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-359- 2.68% |
$10.8K - $11.8K
|
13K
$405K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 50.0% |
$36.1K - $39.5K
|
1.2K
$37.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-8.25K- 1.8% |
$248K - $271K
|
450K
$14M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-22.9K- 27.38% |
$690K - $754K
|
60.8K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-34.3K- 77.49% |
$1.03M - $1.13M
|
9.96K
$310K
|