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Rocket Cos shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Rocket Cos (RKT) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Rocket Cos

Tip: Access up to 7 years of quarterly data

All positions including Rocket Cos held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rocket Cos by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 12k 19.19
2024-06-30 $185k 14k 13.70
2024-03-31 $182k 13k 14.55

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Rocket Cos

Vanguard Group
Robeco Investment Management
Jpmorgan Chase & Co
BlackRock
BlackRock
Technology Crossover Management X
Balyasny Asset Management
Davis Selected Advisers
D. E. Shaw & Co
Susquehanna International
State Street Corporation
Renaissance Technologies
Citadel Advisors
Geode Capital Management
J. Goldman & Co

View all funds holding Rocket Cos