Lakeridge Wealth Management LLC First Tr ETF Viii Tcw Unconstr Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 18,212 shares of UCON stock, worth $455,482. This represents 0.25% of its overall portfolio holdings.
Number of Shares
18,212
Previous 15,905
14.5%
Holding current value
$455,482
Previous $389 Million
17.69%
% of portfolio
0.25%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
253Shares Held
87.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.11MShares$203 Million0.1% of portfolio
-
Ubs Group Ag7.87MShares$197 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.1MShares$153 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$89.4 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI2.87MShares$71.8 Million2.48% of portfolio