Lakeridge Wealth Management LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History
Lakeridge Wealth Management LLC
- $154 Billion
- Q1 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 $577,187. This represents 0.36% of its overall portfolio holdings.
Number of Shares
14,241
Previous 14,781
3.65%
Holding current value
$577,187
Previous $554 Million
0.51%
% of portfolio
0.36%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding DFEB
# of Institutions
95Shares Held
5.29MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY1.64MShares$66.5 Million2.27% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL461KShares$18.7 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ371KShares$15 Million0.03% of portfolio
-
Spectrum Asset Management, Inc.239KShares$9.69 Million4.11% of portfolio
-
Commonwealth Equity Services, LLC198KShares$8.04 Million0.01% of portfolio