Lifeworks Advisors, LLC Trust For Professional Mgrs Ma Transaction History

Lifeworks Advisors, LLC

$351 Million
Q2 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

16

Shares Held

167K

Call Options Held

0

Put Options Held

0

One Ascent Financial Services LLC Birmingham, AL

44.3K
Shares

$1 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

25K
Shares

$564,293
0.0% of portfolio
Moloney Securities Asset Management, LLC

19.5K
Shares

$439,920
0.06% of portfolio
Buckingham Strategic Partners Saint Louis, MO

15.5K
Shares

$349,206
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

12.8K
Shares

$289,286
0.0% of portfolio

About TRUST FOR PROFESSIONAL MGRS MA

Ticker MINN

More about MINN

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