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Lufax Holding shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Lufax Holding shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Lufax Holding

Tip: Access up to 7 years of quarterly data

All positions including Lufax Holding held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lufax Holding by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $405 132 3.07
2023-06-30 $3.4k 2.4k 1.43
2023-03-31 $468 230 2.04
2022-09-30 $40k 16k 2.56

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Top funds holding Lufax Holding

DGS Capital Management
Harvest Fund Management
Nelson, Van Denburg & Campbell Wealth Management
Farther Finance Advisors
EverSource Wealth Advisors

View all funds holding Lufax Holding