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Abbvie shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Abbvie (ABBV) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Abbvie

Tip: Access up to 7 years of quarterly data

All positions including Abbvie held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Abbvie by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $598k 3.0k 197.51
2024-06-30 $537k 3.1k 171.52
2024-03-31 $573k 3.1k 182.08

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First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding Abbvie

Vanguard Group
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Geode Capital Management
Charles Schwab Investment Management
Bank of America Corporation
Bank of New York Mellon
Franklin Resources
Goldman Sachs Group
Henderson Group
T. Rowe Price Associates
Nuveen Asset Management
Wells Fargo & Company

View all funds holding Abbvie