Lakeridge Wealth Management LLC Ishares Tr Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 6,851 shares of DVY stock, worth $946,534. This represents 0.51% of its overall portfolio holdings.
Number of Shares
6,851
Previous 6,874
0.33%
Holding current value
$946,534
Previous $832 Million
11.28%
% of portfolio
0.51%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding DVY
# of Institutions
1,353Shares Held
70.3MCall Options Held
640KPut Options Held
217K-
Bank Of America Corp Charlotte, NC8.15MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.16MShares$852 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL4.37MShares$604 Million0.09% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.86MShares$533 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA3.68MShares$508 Million0.11% of portfolio