J.W. Cole Advisors, Inc. Hartford Multifactor Emerging Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Hartford Multifactor Emerging stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 8,045 shares of ROAM stock, worth $225,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,045

Holding current value

$225,823

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$20.9 - $26.42 $168,140 - $212,548	8,045 New	8,045 $211,000

Others Institutions Holding ROAM

# of Institutions

Shares Held

1.16M

Call Options Held

Put Options Held

Stratos Wealth Partners, Ltd.

437K
Shares

$12.3 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

312K
Shares

$8.76 Million
0.0% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

107K
Shares

$3.02 Million
0.02% of portfolio
Resource Planning Group

53.3K
Shares

$1.5 Million
0.75% of portfolio
Fermata Advisors, LLC Sonoma, CA

35K
Shares

$983,348
0.28% of portfolio

View Full List

About HARTFORD MULTIFACTOR EMERGING

Ticker ROAM
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J.W. Cole Advisors, Inc. Hartford Multifactor Emerging Transaction History