Lakeridge Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
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 17,050 shares of PFEB stock, worth $622,154. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,050
Previous 17,050
-0.0%
Holding current value
$622,154
Previous $599 Million
2.59%
% of portfolio
0.34%
Previous 0.36%
Shares
1 transactions
Others Institutions Holding PFEB
# of Institutions
191Shares Held
15.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.96MShares$108 Million0.04% of portfolio
-
Gradient Investments LLC2.27MShares$82.8 Million2.16% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.04MShares$37.9 Million0.46% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ889KShares$32.4 Million0.08% of portfolio
-
Commonwealth Equity Services, LLC436KShares$15.9 Million0.02% of portfolio