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Lakeland Ban shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Lakeland Ban (LBAI) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Lakeland Ban

Tip: Access up to 7 years of quarterly data

All positions including Lakeland Ban held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Ban by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $284k 16k 17.33
2019-06-30 $260k 16k 16.12
2019-03-31 $239k 16k 14.93

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Lakeland Ban

BlackRock
Dimensional Fund Advisors
Vanguard Group
Systematic Financial Management
Geode Capital Management
Alliancebernstein
Glazer Capital
Morgan Stanley
Citigroup
American Century Companies
Northern Trust
Millennium Management
Charles Schwab Investment Management
Susquehanna International
Banc Funds Company

View all funds holding Lakeland Ban