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| Name: |
Lifestyle Asset Management Inc. |
| City: |
Friendswood |
| State: |
TX |
| Zip: |
77546 |
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data |
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| Holdings
Found :
4 |
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Unchanged Positions |
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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 |
|
IRT |
Independence Realty Trust, Inc |
34 |
- |
$17.33 |
$1,175,000 |
72,818 |
0.69% |
61,000 |
0 |
0.033 |
N/A |
|
|
KMI |
Kinder Morgan Inc |
64 |
- |
$19.62 |
$274,000 |
14,924 |
0.16% |
11,000 |
0 |
0.001 |
Gas Utilities |
|
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VUG |
Vanguard Growth VIPERS |
89 |
- |
$361.13 |
$223,000 |
647 |
0.13% |
22,000 |
0 |
0 |
Closed - End Fund - E... |
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DFEB |
Ft Cboe Vest Us Equity Deep... |
98 |
- |
$0.00 |
$209,000 |
5,350 |
0.12% |
8,000 |
0 |
0.034 |
N/A |
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