Lakeridge Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History
Lakeridge Wealth Management LLC
- $217 Billion
- Q2 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 18,930 shares of PFEB stock, worth $752,656. This represents 0.33% of its overall portfolio holdings.
Number of Shares
18,930
Previous 17,130
10.51%
Holding current value
$752,656
Previous $614 Million
17.26%
% of portfolio
0.33%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding PFEB
# of Institutions
227Shares Held
18.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.67MShares$146 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.54MShares$61.3 Million0.82% of portfolio
-
Commonwealth Equity Services, LLC1.16MShares$46 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.16MShares$46 Million0.08% of portfolio
-
Brookstone Capital Management989KShares$39.3 Million0.57% of portfolio