MGB Wealth Management »

Lakeland Financial Corporation shares owned by MGB Wealth Management

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by MGB Wealth Management from 13F filings

Historical chart of MGB Wealth Management investment in Lakeland Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lakeland Financial Corporation held by MGB 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 Lakeland Financial Corporation by MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $277k 4.0k 68.76
2024-09-30 $262k 4.0k 65.12
2024-06-30 $254k 4.0k 63.18
2024-03-31 $267k 4.0k 66.32
2023-12-31 $262k 4.0k 65.16

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Spdr Ser Tr S&p Semicndctr (XSD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Oneok (OKE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded Dj Internt Idx (FDN)
Eaton Corp SHS (ETN)
Canadian Natural Resources (CNQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for MGB Wealth Management

Top funds holding Lakeland Financial Corporation

BlackRock
Vanguard Group
State Street Corporation
Victory Capital Management
Neuberger Berman Group
Silvercrest Asset Management Group
Charles Schwab Investment Management
Dimensional Fund Advisors
Copeland Capital Management
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Neumeier Poma Investment Counsel
Northern Trust
Goldman Sachs Group
Ameriprise Financial

View all funds holding Lakeland Financial Corporation