Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / NEWFOUND RESLV
-
Total 13F shares
-
884,009
-
Share change
-
-155,088
-
Total reported value
-
$26,917,564
-
Price per share
-
$30.46
-
Number of holders
-
12
-
Value change
-
-$4,840,041
-
Number of buys
-
5
-
Number of sells
-
11
Institutional Holders of STRATEGY SHS - NEWFOUND RESLV (ROMO) as of Q1 2025
As of 31 Mar 2025,
STRATEGY SHS - NEWFOUND RESLV (ROMO) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
884,009 shares.
The largest 10 holders included
WJ Interests, LLC, CWM, LLC, Lifeworks Advisors, LLC, Innova Wealth Partners, Financial Enhancement Group LLC, World Investment Advisors, GTS SECURITIES LLC, GOLDMAN SACHS GROUP INC, Northwest Capital Management Inc, and Geneos Wealth Management Inc..
This page lists
12
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.