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| Name: |
Lifeworks Advisors LLC |
| City: |
GRAND RAPIDS |
| State: |
MI |
| Zip: |
49546 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CSQ |
Calamos Strategic Total Ret... |
117 |
- |
$16.77 |
$610,000 |
37,284 |
0.17% |
56,000 |
0 |
0.024 |
Closed - End Fund - E... |
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QYLD |
Global X NASDAQ 100 Covered... |
126 |
- |
$0.00 |
$519,000 |
28,977 |
0.15% |
17,000 |
0 |
0.007 |
N/A |
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QYLG |
Global X Nasdaq 100 Covered... |
139 |
- |
$0.00 |
$423,000 |
13,798 |
0.12% |
24,000 |
0 |
0.153 |
N/A |
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RDIV |
Invesco S&p Ultra Dividend ... |
196 |
- |
$44.52 |
$265,000 |
5,782 |
0.07% |
12,000 |
0 |
0.031 |
N/A |
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DIV |
Hancock John Patriot Select... |
200 |
- |
$16.96 |
$257,000 |
14,759 |
0.07% |
3,000 |
0 |
0.054 |
Closed - End Fund - Debt |
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SJNK |
Spdr Barclays Capital Short... |
206 |
- |
$24.91 |
$247,000 |
9,809 |
0.07% |
0 |
0 |
0.007 |
N/A |
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GJUL |
Ft Vest Us Equity Moderate ... |
214 |
- |
$0.00 |
$222,000 |
6,566 |
0.06% |
11,000 |
0 |
0.073 |
N/A |
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DNP |
DNP Select Income Fund Inc |
224 |
- |
$8.15 |
$136,000 |
15,019 |
0.04% |
9,000 |
0 |
0.005 |
Closed - End Fund - E... |
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