Lifeworks Advisors, LLC's ownership history for AEP

Lifeworks Advisors, LLC currently holds 3.4K shares with a market value of $386.5K. It started holding AEP on 2024-12-31. At its peak, it held 3.7K shares on 2025-03-31. Its highest holding value was $406.9K on 2025-03-31. At its lowest, it held 3.2K shares on 2024-12-31, with a value of $293.5K on 2024-12-31. In the recent 180 days, Lifeworks Advisors, LLC has decreased its shares by 371.