Lakeridge Wealth Management LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 71,771 shares of FPEI stock, worth $1.35 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
71,771
Previous 72,049
0.39%
Holding current value
$1.35 Million
Previous $1.32 Billion
3.41%
% of portfolio
0.75%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding FPEI
# of Institutions
168Shares Held
59.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15MShares$282 Million0.02% of portfolio
-
Ubs Group Ag7.95MShares$149 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.95MShares$93 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A62.93MShares$55.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$54.1 Million0.03% of portfolio