Cary Street Partners Investment Advisory LLC Hartford Multifactor Emerging Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$19.51 - $21.18 $1,658 - $1,800	85 New	85 $1,000

Others Institutions Holding ROAM

# of Institutions

Shares Held

1.09M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

296K
Shares

$7.01 Million
0.0% of portfolio
Stratos Wealth Partners, Ltd.

241K
Shares

$5.7 Million
0.08% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

107K
Shares

$2.54 Million
0.02% of portfolio
Old Mission Capital LLC

101K
Shares

$2.39 Million
0.01% of portfolio
Resource Planning Group

53.3K
Shares

$1.26 Million
0.75% of portfolio

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