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At&t shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of At&t (T) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in At&t

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All positions including At&t held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $599k 27k 22.00
2024-06-30 $519k 27k 19.11
2024-03-31 $487k 28k 17.60

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding At&t

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Bank of America Corporation
Goldman Sachs Group
Charles Schwab Investment Management
Dimensional Fund Advisors
Citadel Advisors
Nuveen Asset Management
Royal Bank of Canada
Jpmorgan Chase & Co

View all funds holding At&t