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At&t shares owned by LJI Wealth Management

Quarter-by-quarter ownership of At&t (T) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in At&t

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All positions including At&t held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $154k 10k 15.02
2023-06-30 $192k 12k 15.95
2023-03-31 $243k 13k 19.25
2022-12-31 $238k 13k 18.41

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple Put Option (AAPL)
Amplify Etf Tr High Income (YYY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding At&t

Vanguard Group
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Bank of New York Mellon
Norges Bank Investment Management
Citadel Advisors
Legal & General Group
Bank of America Corporation
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Charles Schwab Investment Management
Dimensional Fund Advisors
Royal Bank of Canada
CalPERS
Ubs Global Asset Management Americas
LSV Asset Management

View all funds holding At&t