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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EMG MKT ETF | 201 | $316,398 | 7,702 | 0.00 | 0.00 | 143 | 1.89 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 202 | $312,141 | 7,409 | 0.00 | 0.00 | -1,687 | -18.55 | 03-31-2024 |
| ABBOTT LABS | COM | 203 | $311,325 | 2,739 | 0.00 | 0.00 | -773 | -22.01 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 204 | $310,992 | 9,854 | 0.00 | 9,854 | +Inf | 03-31-2024 |
