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Lloyds TSB shares owned by Legacy Wealth Asset Management

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Legacy Wealth Asset Management from 13F filings

Historical chart of Legacy Wealth Asset Management investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Legacy Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $519k 201k 2.59
2023-12-31 $464k 194k 2.39
2023-09-30 $407k 191k 2.13
2023-06-30 $406k 185k 2.20
2023-03-31 $426k 183k 2.32
2022-12-31 $480k 218k 2.20
2022-09-30 $391k 219k 1.79

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS
Ishares Tr TRS FLT RT BD (TFLO)
Global X Fds Glbl X Mlp Etf (MLPA)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Apple (AAPL)
Accenture Plc Ireland Shs Class A (ACN)
Linde SHS (LIN)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Eli Lilly & Co. (LLY)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Toyota Motor Corp Ads (TM)

View all positions for Legacy Wealth Asset Management

Top funds holding Lloyds TSB

Mondrian Investment Partners
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Morgan Stanley
FMR
Atlantic Trust
Northern Trust
Bank of America Corporation
BlackRock
Millennium Management
Envestnet Asset Management
Janney Capital Management
Crossmark Global Holdings
Jpmorgan Chase & Co

View all funds holding Lloyds TSB