Lakeridge Wealth Management LLC J P MORGAN EXCHANGE TRADED F Transaction History

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024
Number of Shares
9,874
Previous 8,662 13.99%
Holding current value
$604 Million
Previous $507 Million 19.01%
% of portfolio
0.33%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
N/A
1,212 Added 13.99%
9,874 $604 Million
Q2 2024

Aug 01, 2024
BUY
N/A
8,662 New
8,662 $507 Million
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