Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFEWORKS ADVISORS LLC | 05-10-2024 | 03-31-2024 | 226 | 357,279,477 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 151 | $486,031 | 2,027 | 0.00 | 0.00 | 604 | 42.45 | 03-31-2024 |
| EMERSON ELEC CO | COM | 152 | $474,164 | 4,181 | 0.00 | 0.00 | -445 | -9.62 | 03-31-2024 |
| GLOBAL X FDS | S&P 500 COVERED | 153 | $469,371 | 11,507 | 0.00 | 0.00 | -3,344 | -22.52 | 03-31-2024 |
| STRATEGY SHS | NS 7HANDL IDX | 154 | $466,620 | 22,000 | 0.00 | 22,000 | +Inf | 03-31-2024 |
