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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

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Quarterly reported holdings in Lemonade by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
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)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Lemonade

Softbank Group Corp
Vanguard Group
Baillie Gifford & Co
Citadel Advisors
Millennium Management
Legal & General Group
Jane Street
Charles Schwab Investment Management
Goldman Sachs Group
D. E. Shaw & Co
Halter Ferguson Financial
Gts Securities
Bank of New York Mellon
OZ Management
Philo Smith Capital Corp

View all funds holding Lemonade