Lakeridge Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 17,130 shares of PFEB stock, worth $636,722. This represents 0.31% of its overall portfolio holdings.

Number of Shares
17,130
Previous 17,050 0.47%
Holding current value
$636,722
Previous $627 Million 2.21%
% of portfolio
0.31%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$35.54 - $37.44 $2,843 - $2,995
80 Added 0.47%
17,130 $614 Million
Q1 2024

Apr 29, 2024
BUY
$32.55 - $34.16 $554,977 - $582,428
17,050 New
17,050 $582 Million

Others Institutions Holding PFEB

# of Institutions
226
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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