Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / NEWFOUND RESLV
-
Total 13F shares
-
459,263
-
Share change
-
-54,760
-
Total reported value
-
$11,671,000
-
Price per share
-
$25.05
-
Number of holders
-
8
-
Value change
-
-$1,123,901
-
Number of buys
-
3
-
Number of sells
-
3
Institutional Holders of STRATEGY SHS - NEWFOUND RESLV (ROMO) as of Q4 2020
As of 31 Dec 2020 STRATEGY SHS - NEWFOUND RESLV (ROMO) had 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 459,263 shares of stock of the company.
Largest 8 holders included Cambridge Investment Research Advisors, Inc., Pensionmark Financial Group, LLC, JPMORGAN CHASE & CO, Financial Enhancement Group LLC, Innova Wealth Partners, CITADEL ADVISORS LLC, UBS Group AG, and Geneos Wealth Management Inc..
This table shows 8 institutional shareholders of the security as of 31 Dec 2020.
| 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.