Lido Advisors »

inv grd crp bd shares owned by Lido Advisors

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

All positions including inv grd crp bd held by Lido Advisors 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 inv grd crp bd by Lido Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $836k 8.8k 95.08
2024-03-31 $2.2M 23k 96.05
2023-12-31 $1.4M 14k 97.62
2023-09-30 $956k 11k 91.12
2023-06-30 $1.0M 11k 94.88

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon Call Option (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Lido Advisors

Top funds holding inv grd crp bd

Bank of America Corporation
CWM
Migdal Insurance & Financial Holdings
LPL Financial
Morgan Stanley
Allianz Asset Management
RAM Investment Partners
Resources Investment Advisors
Mokosak Advisory Group
Tradewinds Capital Management
XML Financial
Clear Rock Advisors
P-Solve
Advisor Group Holdings
Royal Bank of Canada

View all funds holding inv grd crp bd