Oregon Pacific Wealth Management, LLC Strategy Shs Newfound/Resolve Transaction History

Oregon Pacific Wealth Management, LLC

$106 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$31.04 - $32.88 $2.28 Million - $2.42 Million	73,475 New	73,475 $2.32 Billion

Others Institutions Holding ROMO

# of Institutions

14

Shares Held

647K

Call Options Held

0

Put Options Held

0

Wj Interests, LLC Sugar Land, TX

441K
Shares

$14.1 Million
7.86% of portfolio
Lifeworks Advisors, LLC Grand Rapids, MI

60.8K
Shares

$1.94 Million
0.32% of portfolio
Innova Wealth Partners

56.8K
Shares

$1.81 Million
1.19% of portfolio
Financial Enhancement Group LLC Anderson, IN

50.1K
Shares

$1.6 Million
0.26% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

13K
Shares

$416,138
0.01% of portfolio

About STRATEGY SHS NEWFOUND/RESOLVE

Ticker ROMO
Sector ETFs
Industry ETFs

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