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Lazard Active Etf Tr shares owned by Swisher Financial Concepts

Quarter-by-quarter ownership of Lazard Active Etf Tr (IDEQ) shares owned by Swisher Financial Concepts from 13F filings

Historical chart of Swisher Financial Concepts investment in Lazard Active Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Lazard Active Etf Tr held by Swisher Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lazard Active Etf Tr by Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $637k 20k 31.75

More positions owned by Swisher Financial Concepts

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Abbvie (ABBV)
Ishares Msci Equal Weite (EUSA)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Apple (AAPL)
Abbott Laboratories (ABT)
Exxon Mobil Corporation (XOM)
Capital Group International SHS (CGIC)
Microsoft Corporation (MSFT)

View all positions for Swisher Financial Concepts

Top funds holding Lazard Active Etf Tr

LPL Financial
Bank of New York Mellon
Pinnacle Wealth Management
Denver Wealth Management
Commonwealth Equity Services
Meridian Financial Partners
Prosperity Bancshares
Independent Advisor Alliance
Western Wealth Management
Jones Financial Companies, L.L
Members Advisory Group
Provident Wealth Management
Sigma Planning
Branch Banking & Trust Company
Sentinel Pension Advisors

View all funds holding Lazard Active Etf Tr