WealthPlan Investment Management »

Lazard Active Etf Tr shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Lazard Active Etf Tr (EMKT) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Lazard Active Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Lazard Active Etf Tr held by WealthPlan Investment 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 Lazard Active Etf Tr by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $230k 9.2k 25.08

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Bufferlabs Us Eq (BFLB)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr Series Trust State Street Spd (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Lazard Active Etf Tr

Warren Averett Asset Management
Assetmark
Susquehanna International
Jane Street
LPL Financial
Brian McDonald
WealthPlan Investment Management
Rockefeller Capital Management
Advisor Group Holdings
Glass Jacobson Investment Advisors
CWM
UBS Group
Signature
Global Retirement Partners
Lavaca Capital

View all funds holding Lazard Active Etf Tr