Warren Street Wealth Advisors »

Lloyds TSB shares owned by Warren Street Wealth Advisors

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Warren Street Wealth Advisors from 13F filings

Historical chart of Warren Street Wealth Advisors investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Warren Street Wealth Advisors 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 Lloyds TSB by Warren Street Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $54k 21k 2.59
2023-12-31 $30k 12k 2.39

More positions owned by Warren Street Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Em Ex St-owned (XSOE)
World Gold Tr Spdr Gld Minis (GLDM)
Wisdomtree Tr Enhncd Cmmdty St (GCC)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Chevron Corporation (CVX)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Calif Mun Bd Etf (CMF)
NVIDIA Corporation (NVDA)

View all positions for Warren Street Wealth Advisors

Top funds holding Lloyds TSB

Mondrian Investment Partners
Goldman Sachs Group
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Atlantic Trust
Bank of America Corporation
BlackRock
Millennium Management
Janney Capital Management
Jpmorgan Chase & Co
First Eagle Investment Management
Wells Fargo & Company
Neuberger Berman Group
Bard Financial Services
UBS Group

View all funds holding Lloyds TSB