Lakeridge Wealth Management LLC Renaissance Cap Greenwich Fds Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Renaissance Cap Greenwich Fds stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 7,950 shares of IPO stock, worth $341,214. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,950
Previous 7,250
9.66%
Holding current value
$341,214
Previous $301 Million
6.46%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding IPO
# of Institutions
73Shares Held
1.15MCall Options Held
42KPut Options Held
34.1K-
Main Management ETF Advisors, LLC San Francisco, CA366KShares$15.7 Million0.74% of portfolio
-
Tradition Wealth Management, LLC132KShares$5.68 Million0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY116KShares$4.98 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL67.6KShares$2.9 Million0.01% of portfolio
-
Sfi Advisors, LLC Montclair, NJ65.6KShares$2.82 Million2.04% of portfolio