Assetmark, Inc Strategy Shs Newfound/Resolve Transaction History

Assetmark, Inc

$36.2 Billion
Q1 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 $1,531. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,531

% of portfolio

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

884K

Call Options Held

Put Options Held

Wj Interests, LLC Sugar Land, TX

441K
Shares

$14.1 Million
7.86% of portfolio
Cwm, LLC

231K
Shares

$7.37 Million
0.03% of portfolio
Lifeworks Advisors, LLC Grand Rapids, MI

60.8K
Shares

$1.94 Million
0.32% of portfolio
Innova Wealth Partners

57.9K
Shares

$1.85 Million
1.22% of portfolio
Financial Enhancement Group LLC Anderson, IN

50.1K
Shares

$1.6 Million
0.26% of portfolio

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About STRATEGY SHS NEWFOUND/RESOLVE

Ticker ROMO
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