Back to LZB
PENSION & WEALTH MANAGEMENT ADVISORS, INC. → LZB
PENSION & WEALTH MANAGEMENT ADVISORS, INC. LZB Position History
La-Z-Boy Incorporated • Consumer Cyclical
Quarters held
1
Latest value
$5K
Q3 2026
Peak value
$5K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 180 | — | — |
Other funds holding LZB
$177.4M
$67.2M
$67.2M
$60.2M
$52.3M
$49.3M
$44.3M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF