Lakeridge Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
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 41,491 shares of PJUL stock, worth $1.71 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
41,491
Previous 38,311
8.3%
Holding current value
$1.71 Million
Previous $1.49 Billion
12.84%
% of portfolio
0.92%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding PJUL
# of Institutions
248Shares Held
19.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.75MShares$155 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA984KShares$40.7 Million0.86% of portfolio
-
Brookstone Capital Management767KShares$31.7 Million0.52% of portfolio
-
Commonwealth Equity Services, LLC727KShares$30 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ591KShares$24.4 Million0.06% of portfolio