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Rocket Cos shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Rocket Cos (RKT) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Rocket Cos

Tip: Access up to 7 years of quarterly data

All positions including Rocket Cos held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rocket Cos by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $182k 13k 14.55

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Internatnal Val (DFIV)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Rocket Cos

FMR
Vanguard Group
Robeco Investment Management
Jpmorgan Chase & Co
BlackRock
Technology Crossover Management X
Caledonia
Davis Selected Advisers
Susquehanna International
Geode Capital Management
J. V. Bruni And Company
Voloridge Investment Management
First Trust Advisors
Citadel Advisors
Morgan Stanley

View all funds holding Rocket Cos