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ML & R Wealth Management LLC

SEC CIK
0001903320
Latest filing
May 14, 2024

LLY holding history

Eli Lilly & Co in every 13F filed by ML & R Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q1 2024 holdings

Shares (Q1 2024)
408
Value
$317.4K
% of portfolio
0.1%
Quarters held
2
Since Q4 2023
Holdings of LLY by ML & R Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024408$317.4K0.1%+55+15.6%AddedHolders
Q4 2023353$205.8K<0.1%+353NewHolders