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Lifevantage Ord shares owned by Carlsbad Wealth Advisory Group

Quarter-by-quarter ownership of Lifevantage Ord (LFVN) shares owned by Carlsbad Wealth Advisory Group from 13F filings

Historical chart of Carlsbad Wealth Advisory Group investment in Lifevantage Ord

Tip: Access up to 7 years of quarterly data

All positions including Lifevantage Ord held by Carlsbad Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lifevantage Ord by Carlsbad Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $63k 15k 4.35

More positions owned by Carlsbad Wealth Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Home Depot (HD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Reit Etf (SCHH)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Carlsbad Wealth Advisory Group

Top funds holding Lifevantage Ord

Vanguard Group
Dimensional Fund Advisors
Acadian Asset Management
BlackRock
Geode Capital Management
Bridgeway Capital Management
Empowered Funds
Perkins Capital Management
Bank of New York Mellon
O'shaughnessy Asset Management
American Century Companies
Northern Trust
Barclays
Heron Bay Capital Management
Comprehensive Portfolio Management

View all funds holding Lifevantage Ord