SkyOak Wealt »

Lineage shares owned by SkyOak Wealt

Quarter-by-quarter ownership of Lineage shares owned by SkyOak Wealt from 13F filings

Historical chart of SkyOak Wealt investment in Lineage

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All positions including Lineage held by SkyOak Wealt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lineage by SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2024-09-30 $314k 4.0k 78.38

More positions owned by SkyOak Wealt

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Strategy Day Hagan Ned (SSUS)
Microsoft Corporation (MSFT)

View all positions for SkyOak Wealt

Top funds holding Lineage

BlackRock
T. Rowe Price Associates
Capital World Investors
Victory Capital Management
Principal Financial Group
Baillie Gifford & Co
Citadel Advisors
Centersquare Investment Management
Geode Capital Management
Capital Research Global Investors
Alyeska Investment Group
Goodman & Company, Investment Counsel
Healthcare Of Ontario Pension Plan Trust Fund
Invesco
Daiwa Securities Group

View all funds holding Lineage