Lakeridge Wealth Management LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 13,926 shares of DFEB stock, worth $575,561. This represents 0.29% of its overall portfolio holdings.
Number of Shares
13,926
Previous 13,926
-0.0%
Holding current value
$575,561
Previous $595 Million
1.26%
% of portfolio
0.29%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding DFEB
# of Institutions
111Shares Held
4.95MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY1.64MShares$67.8 Million2.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ291KShares$12 Million0.03% of portfolio
-
Precedent Wealth Partners, LLC Houston, TX237KShares$9.79 Million2.77% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL196KShares$8.11 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL192KShares$7.93 Million0.01% of portfolio