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 11,683 shares of IDV stock, worth $332,731. This represents 0.19% of its overall portfolio holdings.
Number of Shares
11,683
Previous 11,683
-0.0%
Holding current value
$332,731
Previous $323 Million
9.25%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
467Shares Held
75.8MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$308 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.62MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.38MShares$153 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$104 Million0.03% of portfolio
-
Ubs Group Ag2.88MShares$82.1 Million0.02% of portfolio