Lakeridge Wealth Management LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 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 $294,870. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,705
Previous 7,705
-0.0%
Holding current value
$294,870
Previous $293 Million
1.56%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding XJUN
# of Institutions
86Shares Held
3.04MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC423KShares$16.2 Million0.1% of portfolio
-
Cetera Investment Advisers Schaumburg, IL352KShares$13.5 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC296KShares$11.3 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ253KShares$9.67 Million0.02% of portfolio
-
Envestnet Asset Management Inc140KShares$5.36 Million0.0% of portfolio