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Renaissance Fds ipo etf shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Renaissance Fds ipo etf (IPO) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Renaissance Fds ipo etf

Tip: Access up to 7 years of quarterly data

All positions including Renaissance Fds ipo etf held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Renaissance Fds ipo etf by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $341k 8.0k 42.88
2024-06-30 $321k 8.0k 40.31
2024-03-31 $301k 7.3k 41.52

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
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 Renaissance Fds ipo etf

Tradition Wealth Management
SFI Advisors
Susquehanna International
Citadel Advisors
Jane Street
Synergy Financial Management
LPL Financial
NTV Asset Management
Merriman Wealth Management
Lansing Street Advisors
Dynamic Advisors Solutions
Advisor Group Holdings
Royal Bank of Canada
Raymond James Financial Services Advisors
Lakeridge Wealth Management

View all funds holding Renaissance Fds ipo etf