ROMO STRATEGY SHS
FollowNEWFOUND RESLV (common)
13 managers (13 13F filers) reported a position in ROMO shares at 2025-03-31, 886,409 shares in all. 1 filer opened a position and 7 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 1
- Added
- 5
- Reduced
- 4
- Sold out
- 7
- Shares held by filers
- 886,409
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WJ Interests, LLC | 450,123 | $13.7M | 6.38% | -8,252 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 230,927 | $7.03M | 0.03% | +5,672 | 13F-HRTimelineGroup |
| Lifeworks Advisors, LLC | 60,800 | $1.85M | 0.31% | -22,919 | 13F-HRTimeline |
| Innova Wealth Partners | 57,890 | $1.76M | 1.09% | +343 | 13F-HRTimeline |
| Financial Enhancement Group LLC | 50,207 | $1.52M | 0.24% | +4,021 | 13F-HRTimeline |
| World Investment Advisors | 13,041 | $397K | 0.01% | -359 | 13F-HRTimeline |
| GTS SECURITIES LLC | 9,958 | $303K | 0.01% | -34,271 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 6,840 | $208K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| Geneos Wealth Management Inc. | 3,600 | $110K | <0.01% | +2,400 | 13F-HRTimeline |
| Northwest Capital Management Inc | 2,674 | $81.5K | 0.03% | +35 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 301 | $9.17K | <0.01% | 0 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 48 | $1.46K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |