Lifestyle Asset Management, Inc. Global X Fds Russell 2000 Cove Transaction History

Lifestyle Asset Management, Inc.

$214 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	BUY	$14.93 - $16.85 $177,099 - $199,874	11,862 New	11,862 $179 Million

Others Institutions Holding RYLD

# of Institutions

167

Shares Held

22.7M

Call Options Held

312K

Put Options Held

137K

Lpl Financial LLC Fort Mill, SC

3.14M
Shares

$46.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.35M
Shares

$34.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.11M
Shares

$31.2 Million
0.0% of portfolio
Tcg Advisory Services, LLC Austin, TX

1.16M
Shares

$17.2 Million
0.62% of portfolio
Ameriprise Financial Inc Minneapolis, MN

923K
Shares

$13.7 Million
0.0% of portfolio

About GLOBAL X FDS RUSSELL 2000 COVE

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