Lakeridge Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History

Lakeridge Wealth Management LLC

  • $225 Billion
  • Q3 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 18,580 shares of PFEB stock, worth $741,899. This represents 0.33% of its overall portfolio holdings.

Number of Shares
18,580
Previous 18,930 1.85%
Holding current value
$741,899
Previous $720 Million 2.49%
% of portfolio
0.33%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$37.99 - $39.69 $13,296 - $13,891
-350 Reduced 1.85%
18,580 $737 Million
Q2 2025

Aug 07, 2025
BUY
$33.46 - $38.01 $60,228 - $68,418
1,800 Added 10.51%
18,930 $720 Million
Q1 2025

Apr 16, 2025
BUY
$35.54 - $37.44 $2,843 - $2,995
80 Added 0.47%
17,130 $614 Million
Q1 2024

Apr 29, 2024
BUY
$32.55 - $34.16 $554,977 - $582,428
17,050 New
17,050 $582 Million

Others Institutions Holding PFEB

# of Institutions
220
Shares Held
17.4M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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