Lakeridge Wealth Management LLC Innovator U.S. Equity Ultra 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 Ultra Bu stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 20,152 shares of UDEC stock, worth $714,791. This represents 0.39% of its overall portfolio holdings.
Number of Shares
20,152
Previous 20,152
-0.0%
Holding current value
$714,791
Previous $691 Million
2.06%
% of portfolio
0.39%
Previous 0.42%
Shares
1 transactions
Others Institutions Holding UDEC
# of Institutions
55Shares Held
1.36MCall Options Held
0Put Options Held
0-
Brookstone Capital Management108KShares$3.85 Million0.06% of portfolio
-
Mgo One Seven LLC Beachwood, OH98.9KShares$3.51 Million0.15% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.6KShares$3.43 Million0.29% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA96.1KShares$3.41 Million0.75% of portfolio
-
Commonwealth Equity Services, LLC93.7KShares$3.33 Million0.0% of portfolio