Lakeridge Wealth Management LLC TCW ETF TRUST Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024
Number of Shares
8,521
Previous 8,434 1.03%
Holding current value
$250 Million
Previous $228 Million 9.56%
% of portfolio
0.13%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
87 Added 1.03%
8,521 $250 Million
Q2 2024

Aug 01, 2024
BUY
N/A
8,434 New
8,434 $236 Million
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