J.W. Cole Advisors, Inc. Hartford Multifactor Emerging Transaction History
J.W. Cole Advisors, Inc.
- $5.04 Billion
- Q3 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 9,559 shares of ROAM stock, worth $277,019. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,559
Previous 8,045
18.82%
Holding current value
$277,019
Previous $211,000
26.07%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding ROAM
# of Institutions
21Shares Held
1.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC459KShares$13.3 Million0.0% of portfolio
-
Stratos Wealth Partners, Ltd.394KShares$11.4 Million0.14% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN107KShares$3.11 Million0.02% of portfolio
-
Resource Planning Group53.3KShares$1.55 Million0.75% of portfolio
-
Fermata Advisors, LLC Sonoma, CA35KShares$1.02 Million0.28% of portfolio