Lakeridge Wealth Management LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding UAUG
# of Institutions
90Shares Held
4.36MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.16MShares$41.4 Million0.68% of portfolio
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Kfg Wealth Management, LLC Granger, IN262KShares$9.35 Million2.67% of portfolio
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Onyx Bridge Wealth Group LLC245KShares$8.73 Million1.34% of portfolio
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Soltis Investment Advisors LLC St. George, UT191KShares$6.8 Million0.68% of portfolio
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Commonwealth Equity Services, LLC175KShares$6.22 Million0.01% of portfolio