Lakeridge Wealth Management LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 7,705 shares of XJUN stock, worth $298,029. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,705
Previous 7,705
-0.0%
Holding current value
$298,029
Previous $284 Million
3.31%
% of portfolio
0.16%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding XJUN
# of Institutions
73Shares Held
3.18MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL433KShares$16.7 Million0.04% of portfolio
-
Kestra Advisory Services, LLC423KShares$16.4 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC299KShares$11.5 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ264KShares$10.2 Million0.02% of portfolio
-
Sequent Planning LLC Omaha, NE227KShares$8.8 Million2.98% of portfolio