Executive Wealth Management, LLC Hartford Multifactor Emerging Transaction History

Executive Wealth Management, LLC

$1.16 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 01, 2019	SELL	N/A	-15,245 Closed	0 $0
Q1 2019 May 02, 2019	SELL	N/A	-819 Reduced 5.1%	15,245 $357,000
Q4 2018 Feb 19, 2019	BUY	N/A	16,064 New	16,064 $354,000

Others Institutions Holding ROAM

# of Institutions

23

Shares Held

959K

Call Options Held

0

Put Options Held

0

Stratos Wealth Partners, Ltd.

229K
Shares

$5.47 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

229K
Shares

$5.46 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

86.7K
Shares

$2.07 Million
0.0% of portfolio
Scarborough Advisors, LLC Annapolis, MD

65K
Shares

$1.55 Million
0.27% of portfolio
Resource Planning Group

53.3K
Shares

$1.27 Million
0.75% of portfolio

About HARTFORD MULTIFACTOR EMERGING

Ticker ROAM
Sector ETFs
Industry ETFs

More about ROAM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.