Lakeridge Wealth Management LLC Renaissance Cap Greenwich Fds Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Renaissance Cap Greenwich Fds stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 7,950 shares of IPO stock, worth $335,967. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,950
Previous 7,250 9.66%
Holding current value
$335,967
Previous $301 Million 6.46%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Aug 01, 2024
BUY
$36.32 - $40.94 $25,424 - $28,658
700 Added 9.66%
7,950 $320 Million
Q4 2023

Feb 14, 2024
BUY
$29.26 - $38.41 $212,135 - $278,472
7,250 New
7,250 $273 Million

Others Institutions Holding IPO

# of Institutions
73
Shares Held
1.15M
Call Options Held
42K
Put Options Held
34.1K
View Full List

About RENAISSANCE CAP GREENWICH FDS

IPO Quotes by TradingView
  • Ticker IPO
  • Sector ETFs
  • Industry ETFs
More about IPO
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email