Lifeworks Advisors, LLC Xtrackers Russell 1000 Us Qual Transaction History
Lifeworks Advisors, LLC
- $638 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding QARP
# of Institutions
31Shares Held
1.5MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC624KShares$34.2 Million0.35% of portfolio
-
Brinker Capital Investments, LLC624KShares$34.2 Million0.35% of portfolio
-
Crossmark Global Holdings, Inc.37.2KShares$2.04 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL29.4KShares$1.61 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC27.1KShares$1.49 Million0.0% of portfolio