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Strategy Shs newfound reslv shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Strategy Shs newfound reslv (ROMO) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Strategy Shs newfound reslv

Tip: Access up to 7 years of quarterly data

All positions including Strategy Shs newfound reslv held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy Shs newfound reslv by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 94k 31.45
2024-06-30 $425k 14k 29.94

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

Top funds holding Strategy Shs newfound reslv

WJ Interests
CWM
Lifeworks Advisors
Financial Enhancement
Pensionmark Financial Group
Susquehanna International
Goldman Sachs Group
Citadel Advisors
Nelson, Van Denburg & Campbell Wealth Management
Northwest Capital Management
Geneos Wealth Management

View all funds holding Strategy Shs newfound reslv