Lakeridge Wealth Management LLC First Tr Mid Cap Core Alphadex Transaction History

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024

A detailed history of Lakeridge Wealth Management LLC transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 69,606 shares of FNX stock, worth $8.73 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares
69,606
Previous 65,746 5.87%
Holding current value
$8.73 Million
Previous $7.14 Billion 14.28%
% of portfolio
4.48%
Previous 4.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$106.85 - $117.19 $412,441 - $452,353
3,860 Added 5.87%
69,606 $8.15 Billion
Q2 2024

Aug 01, 2024
BUY
$104.77 - $113.0 $198,958 - $214,587
1,899 Added 2.97%
65,746 $7.14 Billion
Q1 2024

Apr 29, 2024
SELL
$99.87 - $113.37 $36,752 - $41,720
-368 Reduced 0.57%
63,847 $7.24 Billion
Q4 2023

Feb 14, 2024
BUY
$85.27 - $105.52 $5.48 Million - $6.78 Million
64,215 New
64,215 $6.71 Billion

Others Institutions Holding FNX

# of Institutions
190
Shares Held
6.96M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MID CAP CORE ALPHADEX

FNX Quotes by TradingView
  • Ticker FNX
  • Sector ETFs
  • Industry ETFs
More about FNX
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