Lifestyle Asset Management, Inc.
Position in SMAX — iShares Large Cap Max Buffer Sep ETF
CIK 1845675
Friendswood, TX
All Filings in SMAX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMAX | $451,923 | 16,849 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 SMAX | $457,641 | 16,978 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||