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

24

Shares Held

1.06M

Call Options Held

0

Put Options Held

0

Stratos Wealth Partners, Ltd.

229K
Shares

$5.42 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

229K
Shares

$5.42 Million
0.0% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

97.2K
Shares

$2.3 Million
0.01% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

86.7K
Shares

$2.05 Million
0.0% of portfolio
Scarborough Advisors, LLC Annapolis, MD

65K
Shares

$1.54 Million
0.27% of portfolio

About HARTFORD MULTIFACTOR EMERGING

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