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Ishares Tr self drivng ev shares owned by Lumature Wealth Partners

Quarter-by-quarter ownership of Ishares Tr self drivng ev (IDRV) shares owned by Lumature Wealth Partners from 13F filings

Historical chart of Lumature Wealth Partners investment in Ishares Tr self drivng ev

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr self drivng ev held by Lumature Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr self drivng ev by Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $8.2k 200 40.91
2023-03-31 $7.7k 200 38.36
2022-12-31 $6.8k 200 33.83
2022-09-30 $7.0k 200 35.00
2022-06-30 $7.0k 200 35.00
2022-03-31 $9.0k 200 45.00

More positions owned by Lumature Wealth Partners

Broadstone Net Lease (BNL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Owl Rock Capital Corporation (OBDC)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Core Msci Emkt (IEMG)

View all positions for Lumature Wealth Partners

Top funds holding Ishares Tr self drivng ev

Bank of America Corporation
Ameriprise Financial
Jane Street
Morgan Stanley
LPL Financial
Monumental Financial Group
RWM Asset Management
Commonwealth Equity Services
Kestra Advisory Services
Cetera Investment Advisers
H&H Retirement Design & Management
Citadel Advisors
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Advisor Group Holdings

View all funds holding Ishares Tr self drivng ev