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Lumentum Hldgs shares owned by CFG Wealth Management Services

Quarter-by-quarter ownership of Lumentum Hldgs (LITE) shares owned by CFG Wealth Management Services from 13F filings

Historical chart of CFG Wealth Management Services investment in Lumentum Hldgs

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All positions including Lumentum Hldgs held by CFG Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lumentum Hldgs by CFG Wealth Management Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $83k 118 702.76

More positions owned by CFG Wealth Management Services

Schwab U.s. Aggregate Bond Etf Uie (SCHZ)
Schwab International Equity Etf Uie (SCHF)
Schwab U.s. Broad Marketetf Uie (SCHB)
Invesco S&p 500 Low Volatility Etf Uie (SPLV)
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)
Schwab High Yield Bond Etf Uie (SCYB)
Schwab Emerging Markets Equity Etf Uie (SCHE)
Schwab Short-term U.s. Treasury Etf Uie (SCHO)
Schwab U.s. Small-cap Etf Uie (SCHA)
Schwab U.s. Large-cap Value Etf Uie (SCHV)
Schwab U.s. Mid-cap Etf Uie (SCHM)
Schwab U.s. Large-cap Growth Etf Uie (SCHG)
Spdr Bloomberg International Corporate Bond Etf Uie (IBND)
Spdr Bloomberg Short Term International Treasury Bond Etf Uie (BWZ)
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)

View all positions for CFG Wealth Management Services

Top funds holding Lumentum Hldgs

FMR
BlackRock
Vanguard Group
Jane Street
Vanguard Capital Management
Vanguard Portfolio Management
Susquehanna International
Citadel Advisors
State Street Corporation
Geode Capital Management
UBS Group
Arrowstreet Capital, Limited Partnership
WT Asset Management
D. E. Shaw & Co
Capital World Investors

View all funds holding Lumentum Hldgs