Lakeridge Wealth Management LLC Renaissance Cap Greenwich Fds Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 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 $375,319. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,950
Previous 7,950
-0.0%
Holding current value
$375,319
Previous $341 Million
1.61%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding IPO
# of Institutions
69Shares Held
898KCall Options Held
13.3KPut Options Held
2.6K-
Tradition Wealth Management, LLC131KShares$6.17 Million0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY116KShares$5.48 Million0.0% of portfolio
-
Synergy Asset Management, LLC Bellevue, WA86.9KShares$4.1 Million0.3% of portfolio
-
Morgan Stanley New York, NY74KShares$3.49 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ68.5KShares$3.23 Million2.12% of portfolio