Wealth Enhancement Advisory Services »

Lumentum Hldgs shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Lumentum Hldgs (LITE) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Lumentum Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Lumentum Hldgs held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lumentum Hldgs by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $373k 7.9k 47.35
2023-12-31 $411k 7.8k 52.42
2023-09-30 $275k 6.1k 45.18

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Lumentum Hldgs

FMR
Vanguard Group
BlackRock
Point72 Asset Management
Ameriprise Financial
Citadel Advisors
Earnest Partners
Dimensional Fund Advisors
Alliancebernstein
FengHe Fund Management Pte
Bank of New York Mellon
Franklin Resources
Wellington Management Company
Atreides Management
Geode Capital Management

View all funds holding Lumentum Hldgs