Lifeworks Advisors, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 10,102 shares of QDEC stock, worth $279,825. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,102
Previous 10,102
-0.0%
Holding current value
$279,825
Previous $269,000
3.35%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding QDEC
# of Institutions
88Shares Held
8.1MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE1.86MShares$51.4 Million18.77% of portfolio
-
Stuart Chaussee & Associates, Inc.1.8MShares$49.7 Million31.81% of portfolio
-
Cetera Investment Advisers Schaumburg, IL437KShares$12.1 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL302KShares$8.38 Million0.0% of portfolio
-
Kestra Advisory Services, LLC284KShares$7.87 Million0.05% of portfolio