Lakeridge Wealth Management LLC Innovator U.S. Equity Ultra 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 Ultra Bu stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 11,326 shares of UAUG stock, worth $404,904. This represents 0.22% of its overall portfolio holdings.

Number of Shares
11,326
Previous 12,676 10.65%
Holding current value
$404,904
Previous $427 Million 6.99%
% of portfolio
0.22%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$33.02 - $35.03 $44,577 - $47,290
-1,350 Reduced 10.65%
11,326 $397 Million
Q4 2023

Feb 14, 2024
BUY
$28.09 - $30.81 $356,068 - $390,547
12,676 New
12,676 $390 Million

Others Institutions Holding UAUG

# of Institutions
86
Shares Held
4.62M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UAUG Quotes by TradingView
  • Ticker UAUG
  • Sector ETFs
  • Industry ETFs
More about UAUG
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email