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

Lakeridge Wealth Management LLC

$194 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PFEB

# of Institutions

195

Shares Held

12.7M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.76M
Shares

$98.2 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.28M
Shares

$45.6 Million
0.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

805K
Shares

$28.7 Million
0.07% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

420K
Shares

$14.9 Million
0.36% of portfolio
Steward Financial Group LLC

406K
Shares

$14.5 Million
3.92% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
Industry ETFs

More about PFEB

Track This Portfolio

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.