Lifeworks Advisors, LLC Strategy Shs Newfound/Resolve Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 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 94,034 shares of ROMO stock, worth $3.05 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
94,034
Previous 14,198
562.3%
Holding current value
$3.05 Million
Previous $425,000
595.76%
% of portfolio
0.6%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding ROMO
# of Institutions
15Shares Held
938KCall Options Held
0Put Options Held
0-
Wj Interests, LLC Sugar Land, TX468KShares$15.2 Million7.97% of portfolio
-
Cwm, LLC222KShares$7.19 Million0.03% of portfolio
-
Financial Enhancement Group LLC Anderson, IN64.1KShares$2.08 Million0.35% of portfolio
-
Gts Securities LLC New York, NY46.8KShares$1.52 Million0.0% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA13KShares$422,3650.01% of portfolio