Lifeworks Advisors, LLC Trust For Professional Mgrs Ma Transaction History

Lifeworks Advisors, LLC

$496 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$22.93 - $25.12 $183,256 - $200,759	-7,992 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$24.85 - $25.2 $198,601 - $201,398	7,992 New	7,992 $201,000

Others Institutions Holding MINN

# of Institutions

15

Shares Held

119K

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

20.5K
Shares

$455,738
0.0% of portfolio
Moloney Securities Asset Management, LLC

19.5K
Shares

$432,705
0.06% of portfolio
Jane Street Group, LLC New York, NY

16.2K
Shares

$360,299
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

13.2K
Shares

$293,973
0.0% of portfolio
Valtinson Bruner Financial Planning LLC

12.8K
Shares

$284,253
0.12% of portfolio

About TRUST FOR PROFESSIONAL MGRS MA

Ticker MINN

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