Lifeworks Advisors, LLC Strategy Shs Newfound/Resolve Transaction History

Lifeworks Advisors, LLC

$720 Million
Q3 2025

A detailed history of Lifeworks Advisors, LLC transactions in Strategy Shs Newfound/Resolve stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 43,558 shares of ROMO stock, worth $1.49 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

43,558

Previous 51,660 15.68%

Holding current value

$1.49 Million

Previous $1.65 Million 11.49%

% of portfolio

0.2%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$31.48 - $33.65 $255,050 - $272,632	-8,102 Reduced 15.68%	43,558 $1.46 Million
Q2 2025 Aug 04, 2025	SELL	$28.25 - $32.02 $258,205 - $292,662	-9,140 Reduced 15.03%	51,660 $1.65 Million
Q1 2025 May 06, 2025	SELL	$30.1 - $32.88 $689,861 - $753,576	-22,919 Reduced 27.38%	60,800 $1.85 Million
Q4 2024 Feb 07, 2025	SELL	$31.04 - $32.88 $320,177 - $339,157	-10,315 Reduced 10.97%	83,719 $2.65 Million
Q3 2024 Nov 06, 2024	BUY	$28.35 - $31.46 $2.26 Million - $2.51 Million	79,836 Added 562.3%	94,034 $2.96 Million
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

633K

Call Options Held

Put Options Held

View Full List

About STRATEGY SHS NEWFOUND/RESOLVE

Ticker ROMO
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Lifeworks Advisors, LLC Strategy Shs Newfound/Resolve Transaction History