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Lakeland Ban shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Lakeland Ban (LBAI) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Lakeland Ban

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All positions including Lakeland Ban held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Ban by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 17k 12.10

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
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Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Lakeland Ban

BlackRock
Dimensional Fund Advisors
Vanguard Group
Systematic Financial Management
Geode Capital Management
Alliancebernstein
Glazer Capital
Morgan Stanley
Citigroup
American Century Companies
Northern Trust
Millennium Management
Charles Schwab Investment Management
Susquehanna International
Banc Funds Company

View all funds holding Lakeland Ban