Lifeworks Advisors, LLC Strategy Shs Newfound/Resolve Call Options Transaction History
Lifeworks Advisors, LLC
- $351 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ROMO
# of Institutions
13Shares Held
836KCall Options Held
0Put Options Held
0-
Wj Interests, LLC Sugar Land, TX468KShares$14.6 Million7.97% of portfolio
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Cwm, LLC222KShares$6.92 Million0.03% of portfolio
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Financial Enhancement Group LLC Anderson, IN64.1KShares$2 Million0.35% of portfolio
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Gts Securities LLC New York, NY31.7KShares$989,7210.0% of portfolio
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Pensionmark Financial Group, LLC Santa Barbara, CA13.9KShares$432,6050.03% of portfolio