Dynasty Wealth Management »

Lumentum Hldgs shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management investment in Lumentum Hldgs

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lumentum Hldgs by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $228k 325 702.76

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Tcw Etf Trust Transform System (PWRD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ab Active Etfs Emerging Mkts Op (EMOP)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Dynasty Wealth Management

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