Private Wealth Management Group »

Lemonade shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Lemonade (LMND) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Lemonade

Tip: Access up to 7 years of quarterly data

All positions including Lemonade held by Private Wealth Management Group 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 Lemonade by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9k 118 16.49
2024-03-31 $3.9k 235 16.41
2023-12-31 $1.9k 117 16.14

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Lemonade

Softbank Group Corp
Vanguard Group
BlackRock
BlackRock
Baillie Gifford & Co
Citadel Advisors
D. E. Shaw & Co
State Street Corporation
Geode Capital Management
Susquehanna International
Goldman Sachs Group
Bank of America Corporation
Balyasny Asset Management
Halter Ferguson Financial
Morgan Stanley

View all funds holding Lemonade