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 $401,506. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,326
Previous 12,676
10.65%
Holding current value
$401,506
Previous $427 Million
6.99%
% of portfolio
0.22%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding UAUG
# of Institutions
90Shares Held
4.36MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.16MShares$41.2 Million0.68% of portfolio
-
Kfg Wealth Management, LLC Granger, IN262KShares$9.3 Million2.67% of portfolio
-
Onyx Bridge Wealth Group LLC245KShares$8.68 Million1.34% of portfolio
-
Soltis Investment Advisors LLC St. George, UT191KShares$6.77 Million0.68% of portfolio
-
Commonwealth Equity Services, LLC175KShares$6.19 Million0.01% of portfolio