Lifeworks Advisors, LLC

Q1 2024 13F Holdings

Location
Grand Rapids, MI
Holdings as of
3/31/2024
Value
$357M
Value excl. options
$357M
Num holdings
226
Date filed
5/10/2024
Form type
13F-HR
Prev filing
2/12/2024
Next filing
8/13/2024
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type