Lakeridge Wealth Management LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Lakeridge Wealth Management LLC
- $217 Billion
- Q2 2025
A detailed history of Lakeridge Wealth Management LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 5,615 shares of DDEC stock, worth $243,803. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,615
Previous 5,615
-0.0%
Holding current value
$243,803
Previous $220 Million
6.7%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DDEC
# of Institutions
112Shares Held
3.49MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ265KShares$11.5 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC249KShares$10.8 Million0.01% of portfolio
-
Kestra Advisory Services, LLC195KShares$8.46 Million0.04% of portfolio
-
Envestnet Asset Management Inc135KShares$5.86 Million0.0% of portfolio
-
Beacon Financial Group124KShares$5.37 Million0.58% of portfolio