Lakeridge Wealth Management LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History

Lakeridge Wealth Management LLC

$217 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UJAN

# of Institutions

109

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.49M
Shares

$62.9 Million
0.91% of portfolio
Talon Private Wealth, LLC The Villages, FL

858K
Shares

$36.2 Million
4.78% of portfolio
Commonwealth Equity Services, LLC

227K
Shares

$9.57 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

194K
Shares

$8.18 Million
0.73% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

140K
Shares

$5.9 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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