Lifeworks Advisors, LLC Strategy Shs Newfound/Resolve Call Options Transaction History
Lifeworks Advisors, LLC
- $584 Million
- Q1 2025
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
884KCall Options Held
0Put Options Held
0-
Wj Interests, LLC Sugar Land, TX450KShares$14.1 Million8.14% of portfolio
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Cwm, LLC231KShares$7.21 Million0.03% of portfolio
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Innova Wealth Partners57.9KShares$1.81 Million1.22% of portfolio
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Financial Enhancement Group LLC Anderson, IN50.2KShares$1.57 Million0.26% of portfolio
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Pensionmark Financial Group, LLC Santa Barbara, CA13KShares$407,4000.01% of portfolio