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Lakeland Financial Corporation shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Lakeland Financial Corporation

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All positions including Lakeland Financial Corporation held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Financial Corporation by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $424k 6.9k 61.52

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
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View all positions for H D Vest Advisory Services

Top funds holding Lakeland Financial Corporation

BlackRock
BlackRock
Vanguard Group
Victory Capital Management
State Street Corporation
Neuberger Berman Group
Charles Schwab Investment Management
Silvercrest Asset Management Group
Kayne Anderson Rudnick Investment Management
Dimensional Fund Advisors
Copeland Capital Management
Geode Capital Management
Northern Trust
Hanna Zanoni
Damian Sousa

View all funds holding Lakeland Financial Corporation