Lifeworks Advisors, LLC Options Holdings

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Spdr S&P 500 ETF Tr
PUT
$0
206
Q1 2025
Added 0.49%

Summary

  • Portfolio
  • No. of Stocks 307
  • Current Value $584 Million
  • Prior Value $539 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 154 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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