Lakeridge Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 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 19,152 shares of UDEC stock, worth $667,830. This represents 0.35% of its overall portfolio holdings.
Number of Shares
19,152
Previous 20,152
4.96%
Holding current value
$667,830
Previous $705 Million
4.71%
% of portfolio
0.35%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
78Shares Held
3.42MCall Options Held
0Put Options Held
0-
Brookstone Capital Management955KShares$33.3 Million0.56% of portfolio
-
Sovran Advisors, LLC San Diego, CA257KShares$8.95 Million1.28% of portfolio
-
Encompass More Asset Management Danville, CA163KShares$5.69 Million1.89% of portfolio
-
Commonwealth Equity Services, LLC125KShares$4.36 Million0.01% of portfolio
-
Kestra Advisory Services, LLC121KShares$4.2 Million0.02% of portfolio