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Lumentum Hldgs shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Lumentum Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lumentum Hldgs by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $695k 11k 63.38
2024-06-30 $484k 9.5k 50.92

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Top funds holding Lumentum Hldgs

Vanguard Group
Invesco
BlackRock
BlackRock
Point72 Asset Management
State Street Corporation
Capital World Investors
Atreides Management
Earnest Partners
Schroder Investment Management Group
Alliancebernstein
Two Sigma Investments
Dimensional Fund Advisors
Geode Capital Management
Kempen Capital Management

View all funds holding Lumentum Hldgs