Lakeridge Wealth Management LLC First Tr Small Cap Core Alphad Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024

A detailed history of Lakeridge Wealth Management LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 10,749 shares of FYX stock, worth $1.11 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
10,749
Previous 10,561 1.78%
Holding current value
$1.11 Million
Previous $1.05 Billion 3.35%
% of portfolio
0.56%
Previous 0.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$96.51 - $110.53 $18,143 - $20,779
188 Added 1.78%
10,749 $1.09 Billion
Q3 2024

Oct 07, 2024
SELL
$89.32 - $100.62 $5,627 - $6,339
-63 Reduced 0.59%
10,561 $1.05 Billion
Q2 2024

Aug 01, 2024
BUY
$86.32 - $94.11 $27,018 - $29,456
313 Added 3.04%
10,624 $961 Million
Q1 2024

Apr 29, 2024
SELL
$85.84 - $93.24 $18,283 - $19,860
-213 Reduced 2.02%
10,311 $961 Million
Q4 2023

Feb 14, 2024
BUY
$74.82 - $93.04 $787,405 - $979,152
10,524 New
10,524 $964 Million

Others Institutions Holding FYX

# of Institutions
162
Shares Held
6.13M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email