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Strategy Shs ns 7handl idx shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Strategy Shs ns 7handl idx (HNDL) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Strategy Shs ns 7handl idx

Tip: Access up to 7 years of quarterly data

All positions including Strategy Shs ns 7handl idx held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy Shs ns 7handl idx by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $467k 22k 21.21

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Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Mbs Etf (MBB)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Johnson & Johnson (JNJ)
Merck & Co (MRK)
Microsoft Corporation (MSFT)
Otis Worldwide Corp (OTIS)
Eli Lilly & Co. (LLY)
Campbell Soup Company (CPB)

View all positions for Lifeworks Advisors

Top funds holding Strategy Shs ns 7handl idx

LPL Financial
Kades & Cheifetz
Cambridge Investment Research Advisors
Berger Financial Group
Cetera Investment Advisers
Advisor Group Holdings
Harbour Investments
Spire Wealth Management
Private Advisor
RFG Advisory
Commonwealth Equity Services
Creative Planning
Susquehanna International
Apollon Wealth Management
Asset Allocation Strategies

View all funds holding Strategy Shs ns 7handl idx