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Eli Lilly & Co. shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $558k 621 898.55
2024-06-30 $437k 515 848.54
2024-03-31 $384k 503 763.42
2023-12-31 $338k 479 705.64
2023-09-30 $273k 461 592.19
2023-06-30 $220k 473 465.12

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View all positions for Rooted Wealth Advisors

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
BlackRock
Pnc Financial Services
State Street Corporation
T. Rowe Price Associates
Capital World Investors
Jpmorgan Chase & Co
PRIMECAP Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
International Assets Investment Management
Bank of America Corporation

View all funds holding Eli Lilly & Co.