Lifestyle Asset Management, Inc. INVESCO ACTIVELY MANAGED EXC Transaction History

Lifestyle Asset Management, Inc.

  • $293 Billion
  • Q3 2025
Number of Shares
52,507
Previous 45,112 16.39%
Holding current value
$2.78 Billion
Previous $2.33 Billion 19.3%
% of portfolio
0.95%
Previous 1.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
N/A
7,395 Added 16.39%
52,507 $2.78 Billion
Q2 2025

Jul 09, 2025
BUY
N/A
45,112 New
45,112 $2.33 Billion
Track This Portfolio

Track Lifestyle Asset Management, Inc. Portfolio

Follow Lifestyle Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifestyle Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifestyle Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email