LBA Wealth Management »

Broad shares owned by LBA Wealth Management

Quarter-by-quarter ownership of Broad shares owned by LBA Wealth Management from 13F filings

Historical chart of LBA Wealth Management investment in Broad

Tip: Access up to 7 years of quarterly data

All positions including Broad held by LBA Wealth Management 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 Broad by LBA Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $86k 392 219.39
2016-12-31 $48k 272 176.47
2016-09-30 $13k 74 175.68
2016-06-30 $11k 74 148.65

More positions owned by LBA Wealth Management

Vanguard Total Bond Market ETF (BND)
SPDR S&P MidCap 400 ETF (MDY)
Vanguard Short Term Corporate Bond ETF (VCSH)
iShares S&P MidCap 400 Index (IJH)
Vanguard Emerging Markets ETF (VWO)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Nuveen Barclays Shrt Term Muni bdfund (SHM)
iShares Lehman Aggregate Bond (AGG)
iShares MSCI EAFE Index Fund (EFA)
Apple (AAPL)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for LBA Wealth Management

Top funds holding Broad

Grassi Investment Management
Cohen Klingenstein
Lisa Snider
U S Wealth Group
Folger Nolan Fleming Douglas
Horizon Financial Services

View all funds holding Broad