Lifeworks Advisors, LLC Strategy Shs Newfound/Resolve Call Options Transaction History
Lifeworks Advisors, LLC
- $720 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ROMO
# of Institutions
13Shares Held
633KCall Options Held
0Put Options Held
0-
Wj Interests, LLC Sugar Land, TX446KShares$15.2 Million7.74% of portfolio
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Innova Wealth Partners56.8KShares$1.94 Million1.19% of portfolio
-
Financial Enhancement Group LLC Anderson, IN52.1KShares$1.78 Million0.27% of portfolio
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Gts Securities LLC New York, NY16KShares$545,9640.02% of portfolio
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Pensionmark Financial Group, LLC Santa Barbara, CA12.3KShares$418,1540.01% of portfolio