Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / NEWFOUND RESLV
-
Total 13F shares
-
665,754
-
Share change
-
-218,255
-
Total reported value
-
$21,313,606
-
Price per share
-
$32.02
-
Number of holders
-
13
-
Value change
-
-$6,980,932
-
Number of buys
-
4
-
Number of sells
-
6
Institutional Holders of STRATEGY SHS - NEWFOUND RESLV (ROMO) as of Q2 2025
As of 30 Jun 2025 STRATEGY SHS - NEWFOUND RESLV (ROMO) had 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 665,754 shares of stock of the company.
Largest 10 holders included WJ Interests, LLC, Innova Wealth Partners, Lifeworks Advisors, LLC, Financial Enhancement Group LLC, GTS SECURITIES LLC, World Investment Advisors, GOLDMAN SACHS GROUP INC, CWM, LLC, Northwest Capital Management Inc, and Geneos Wealth Management Inc..
This table shows 13 institutional shareholders of the security as of 30 Jun 2025.
| 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.