Lifeworks Advisors, LLC Strategy Shs Newfound/Resolve Transaction History

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 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 60,800 shares of ROMO stock, worth $1.94 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
60,800
Previous 83,719 27.38%
Holding current value
$1.94 Million
Previous $2.65 Million 30.07%
% of portfolio
0.32%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
14
Shares Held
884K
Call Options Held
0
Put Options Held
0
View Full List

About STRATEGY SHS NEWFOUND/RESOLVE

ROMO Quotes by TradingView
  • Ticker ROMO
  • Sector ETFs
  • Industry ETFs
More about ROMO
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