Lakeridge Wealth Management LLC First Tr Mid Cap Core Alphadex Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 69,606 shares of FNX stock, worth $8.31 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
69,606
Previous 65,746
5.87%
Holding current value
$8.31 Million
Previous $7.14 Billion
14.28%
% of portfolio
4.48%
Previous 4.29%
Shares
4 transactions
Others Institutions Holding FNX
# of Institutions
193Shares Held
6.77MCall Options Held
1.6KPut Options Held
300-
Morgan Stanley New York, NY1.18MShares$141 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC861KShares$103 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA749KShares$89.3 Million0.02% of portfolio
-
Kestra Advisory Services, LLC295KShares$35.2 Million0.18% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL290KShares$34.6 Million0.05% of portfolio