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Lloyds TSB shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 360k 3.12
2024-06-30 $792k 290k 2.73
2024-03-31 $510k 197k 2.59
2023-12-31 $608k 255k 2.39

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Lloyds TSB

Mondrian Investment Partners
ClearBridge Advisors
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
FMR
Dimensional Fund Advisors
Bank of America Corporation
Atlantic Trust
Northern Trust
Envestnet Asset Management
Morningstar Investment Services
BlackRock
Jpmorgan Chase & Co
Wells Fargo & Company
American Century Companies

View all funds holding Lloyds TSB