Lakeridge Wealth Management LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 2024
A detailed history of Lakeridge Wealth Management LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 72,049 shares of FPEI stock, worth $1.36 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
72,049Holding current value
$1.36 Million% of portfolio
0.8%Shares
1 transactions
Others Institutions Holding FPEI
# of Institutions
169Shares Held
51.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$220 Million0.02% of portfolio
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Ubs Group Ag7.37MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.52MShares$85.4 Million0.01% of portfolio
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Royal Bank Of Canada Toronto, A63.08MShares$58.2 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.84MShares$53.6 Million0.03% of portfolio