Lakeridge Wealth Management LLC First Tr Small Cap Core Alphad Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 10,624 shares of FYX stock, worth $1.04 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
10,624
Previous 10,311 3.04%
Holding current value
$1.04 Million
Previous $961 Million 0.04%
% of portfolio
0.58%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$86.32 - $94.11 $27,018 - $29,456
313 Added 3.04%
10,624 $961 Million
Q1 2024

Apr 29, 2024
SELL
$85.84 - $93.24 $18,283 - $19,860
-213 Reduced 2.02%
10,311 $961 Million
Q4 2023

Feb 14, 2024
BUY
$74.82 - $93.04 $787,405 - $979,152
10,524 New
10,524 $964 Million

Others Institutions Holding FYX

# of Institutions
145
Shares Held
6.06M
Call Options Held
3.2K
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
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