Lifestyle Asset Management, Inc. First Tr Ex Tr Viii Cboe Vest Transaction History
Lifestyle Asset Management, Inc.
- $174 Billion
- Q2 2024
A detailed history of Lifestyle Asset Management, Inc. transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 597,079 shares of DMAR stock, worth $22.3 Million. This represents 12.35% of its overall portfolio holdings.
Number of Shares
597,079
Previous 814,682
26.71%
Holding current value
$22.3 Million
Previous $28.4 Billion
24.4%
% of portfolio
12.35%
Previous 16.8%
Shares
2 transactions
Others Institutions Holding DMAR
# of Institutions
93Shares Held
4.31MCall Options Held
0Put Options Held
0-
Oppenheimer & CO Inc New York, NY600KShares$22.4 Million0.35% of portfolio
-
Cetera Investment Advisers Schaumburg, IL306KShares$11.4 Million0.03% of portfolio
-
Kestra Advisory Services, LLC230KShares$8.57 Million0.05% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI152KShares$5.68 Million2.42% of portfolio
-
Spectrum Asset Management, Inc.143KShares$5.33 Million2.42% of portfolio