Assetmark, Inc Strategy Shs Newfound/Resolve Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in Strategy Shs Newfound/Resolve stock. As of the latest transaction made, Assetmark, Inc holds 48 shares of ROMO stock, worth $1,637. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 48 -0.0%

Holding current value

$1,637

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$30.1 - $32.88 $1,444 - $1,578	48 New	48 $1,000

Others Institutions Holding ROMO

# of Institutions

Shares Held

632K

Call Options Held

Put Options Held

Wj Interests, LLC Sugar Land, TX

446K
Shares

$15.2 Million
7.74% of portfolio
Innova Wealth Partners

56.2K
Shares

$1.92 Million
1.14% of portfolio
Financial Enhancement Group LLC Anderson, IN

52.1K
Shares

$1.78 Million
0.27% of portfolio
Lifeworks Advisors, LLC Grand Rapids, MI

43.6K
Shares

$1.49 Million
0.2% of portfolio
Gts Securities LLC New York, NY

16K
Shares

$545,964
0.02% of portfolio

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About STRATEGY SHS NEWFOUND/RESOLVE

Ticker ROMO
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