Lakeridge Wealth Management LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 14,241 shares of DFEB stock, worth $610,369. This represents 0.33% of its overall portfolio holdings.
Number of Shares
14,241
Previous 14,241
-0.0%
Holding current value
$610,369
Previous $574 Million
3.5%
% of portfolio
0.33%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding DFEB
# of Institutions
104Shares Held
4.67MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY1.64MShares$70.3 Million2.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ379KShares$16.3 Million0.04% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL192KShares$8.22 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC191KShares$8.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc140KShares$6 Million0.0% of portfolio