Lifeworks Advisors, LLC

Q4 2024 13F Holdings

Location
Grand Rapids, MI
Holdings as of
12/31/2024
Value
$554M
Value excl. options
$554M
Num holdings
306
Date filed
2/7/2025
Form type
13F-HR
Prev filing
11/6/2024
Next filing
5/6/2025
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type