Lakeridge Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Lakeridge Wealth Management LLC
- $217 Billion
- Q2 2025
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 19,015 shares of UDEC stock, worth $732,838. This represents 0.32% of its overall portfolio holdings.
Number of Shares
19,015
Previous 19,015
-0.0%
Holding current value
$732,838
Previous $652 Million
6.24%
% of portfolio
0.32%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding UDEC
# of Institutions
124Shares Held
9.32MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.4MShares$92.5 Million1.32% of portfolio
-
Talon Private Wealth, LLC The Villages, FL958KShares$36.9 Million4.81% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL461KShares$17.8 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC410KShares$15.8 Million0.02% of portfolio
-
Richard P Slaughter Associates Inc377KShares$14.5 Million3.73% of portfolio