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Kelly Strategic Etf Trust shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Kelly Strategic Etf Trust (RUNN) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Kelly Strategic Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Kelly Strategic Etf Trust held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kelly Strategic Etf Trust by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $290k 9.3k 31.17

More positions owned by Lifeworks Advisors

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 Kelly Strategic Etf Trust

Mutual Advisors
TMD Wealth Management
Royal Bank of Canada
Captrust Financial Advisors
BlackDiamond Wealth Management
Carnick & Kubik
Capital Management Associates
Ohe Financial
Jane Street
LPL Financial
Jacobi Capital Management
Envestnet Asset Management
Lifeworks Advisors
Founders Financial Alliance
Marks Group Wealth Management

View all funds holding Kelly Strategic Etf Trust