Lane & Associates LLC Closed Holding Positions

Lane & Associates LLC

  • $159 Billion
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KO
Coca Cola CO

Consumer Defensive
Q1 2023 Filed on Apr 12, 2024
6,220
$58.86 - $63.4 $366K - $394K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q3 2023 Filed on Apr 12, 2024
1,555
$130.77 - $144.24 $203K - $224K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q3 2023 Filed on Apr 12, 2024
19,787
$23.58 - $25.22 $467K - $499K
LECO
Lincoln Electric Holdings Inc

Industrials
Q3 2023 Filed on Apr 12, 2024
1,035
$176.66 - $210.04 $183K - $217K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q3 2023 Filed on Apr 12, 2024
6,000
$43.62 - $45.64 $262K - $274K
DFAE
Dimensional ETF Tr

ETFs
Q3 2023 Filed on Apr 12, 2024
9,545
$22.43 - $24.83 $214K - $237K
VGT
Vanguard Information Technolog

ETFs
Q1 2023 Filed on Apr 12, 2024
651
$311.14 - $385.47 $203K - $251K
XLK
Technology Sector Spdr

ETFs
Q1 2023 Filed on Apr 12, 2024
1,608
$121.18 - $151.01 $195K - $243K
PFG
Principal Financial Group Inc

Financial Services
Q1 2023 Filed on Apr 12, 2024
2,950
$69.69 - $93.39 $206K - $276K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2023 Filed on Apr 12, 2024
2,868
$83.99 - $101.01 $241K - $290K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2023 Filed on Apr 12, 2024
22,686
$22.54 - $23.5 $511K - $533K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2023 Filed on Apr 12, 2024
1,680
$143.08 - $158.77 $240K - $267K
IBM
International Business Machines Corp

Technology
Q1 2023 Filed on Apr 12, 2024
2,190
$123.28 - $145.87 $270K - $319K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2023 Filed on Apr 12, 2024
3,396
$121.41 - $153.27 $412K - $521K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2023 Filed on Apr 12, 2024
73,344
$37.95 - $42.28 $2.78M - $3.1M
DOW
Dow Inc.

Basic Materials
Q1 2023 Filed on Apr 12, 2024
4,185
$50.02 - $60.51 $209K - $253K
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