Purchases and Sales Made in Q4 2024 in Strategy Shs Newfound/Resolve (ROMO)
This table provides information about the institutional ownership of Strategy Shs Newfound/Resolve (ROMO) during Q4 2024. The information is specifically focused on institutions that hold shares of STRATEGY SHS NEWFOUND/RESOLVE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
73.5KNew |
$2.28M - $2.42M
|
73.5K
$2.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
57.5KNew |
$1.79M - $1.89M
|
57.5K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.64KNew |
$237K - $251K
|
7.64K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.3K+ 1.49% |
$103K - $109K
|
225K
$7.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
301New |
$9.34K - $9.9K
|
301
$9.71K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
23+ 0.88% |
$714 - $756
|
2.64K
$85.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-9.6K- 2.05% |
$298K - $316K
|
458K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-10.3K- 10.97% |
$320K - $339K
|
83.7K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-17.9K- 27.93% |
$556K - $588K
|
46.2K
$1.49M
|