Lifeworks Advisors, LLC Strategy Shs Newfound/Resolve Transaction History

Lifeworks Advisors, LLC

$351 Million
Q2 2024

A detailed history of Lifeworks Advisors, LLC transactions in Strategy Shs Newfound/Resolve stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 14,198 shares of ROMO stock, worth $447,804. This represents 0.12% of its overall portfolio holdings.

Number of Shares

14,198

Holding current value

$447,804

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$27.38 - $30.05 $388,741 - $426,649	14,198 New	14,198 $425,000

Others Institutions Holding ROMO

# of Institutions

Shares Held

836K

Call Options Held

Put Options Held

Wj Interests, LLC Sugar Land, TX

468K
Shares

$14.8 Million
7.97% of portfolio
Cwm, LLC

222K
Shares

$7 Million
0.03% of portfolio
Financial Enhancement Group LLC Anderson, IN

64.1K
Shares

$2.02 Million
0.35% of portfolio
Gts Securities LLC New York, NY

31.7K
Shares

$1 Million
0.0% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

13.9K
Shares

$437,459
0.03% of portfolio

View Full List

About STRATEGY SHS NEWFOUND/RESOLVE

Ticker ROMO
Sector ETFs
Industry ETFs

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Lifeworks Advisors, LLC Strategy Shs Newfound/Resolve Transaction History