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LCNB shares owned by Souders Financial Advisors

Quarter-by-quarter ownership of LCNB (LCNB) shares owned by Souders Financial Advisors from 13F filings

Historical chart of Souders Financial Advisors investment in LCNB

Tip: Access up to 7 years of quarterly data

All positions including LCNB held by Souders Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in LCNB by Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $248k 16k 15.07
2024-06-30 $231k 17k 13.91

More positions owned by Souders Financial Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Procter & Gamble Company (PG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Internl Divid (SCHY)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Souders Financial Advisors

Top funds holding LCNB

BlackRock
BlackRock
Vanguard Group
Ritter Daniher Financial Advisory LLC / DE
LCNB
Dimensional Fund Advisors
Geode Capital Management
State Street Corporation
Johnson Investment Counsel
Bridgeway Capital Management
Renaissance Technologies
Northern Trust
American Financial Group
Kapstone Financial Advisors
Cetera Investment Advisers

View all funds holding LCNB