Lakeridge Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 10,426 shares of UAUG stock, worth $360,739. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,426
Previous 11,326
7.95%
Holding current value
$360,739
Previous $397 Million
6.69%
% of portfolio
0.19%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding UAUG
# of Institutions
95Shares Held
4.47MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$49.6 Million0.85% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.46 Million1.3% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.45 Million2.25% of portfolio
-
Commonwealth Equity Services, LLC174KShares$6.01 Million0.01% of portfolio
-
Kestra Advisory Services, LLC165KShares$5.71 Million0.03% of portfolio