Lakeridge Wealth Management LLC First Tr Mid Cap Core Alphadex Transaction History

Lakeridge Wealth Management LLC

$182 Billion
Q3 2024

A detailed history of Lakeridge Wealth Management LLC transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 69,606 shares of FNX stock, worth $8.31 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares

69,606

Previous 65,746 5.87%

Holding current value

$8.31 Million

Previous $7.14 Billion 14.28%

% of portfolio

4.48%

Previous 4.29%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$106.85 - $117.19 $412,441 - $452,353	3,860 Added 5.87%	69,606 $8.15 Billion
Q2 2024 Aug 01, 2024	BUY	$104.77 - $113.0 $198,958 - $214,587	1,899 Added 2.97%	65,746 $7.14 Billion
Q1 2024 Apr 29, 2024	SELL	$99.87 - $113.37 $36,752 - $41,720	-368 Reduced 0.57%	63,847 $7.24 Billion
Q4 2023 Feb 14, 2024	BUY	$85.27 - $105.52 $5.48 Million - $6.78 Million	64,215 New	64,215 $6.71 Billion

Others Institutions Holding FNX

# of Institutions

193

Shares Held

6.77M

Call Options Held

1.6K

Put Options Held

300

View Full List

About FIRST TR MID CAP CORE ALPHADEX

Ticker FNX
Sector ETFs
Industry ETFs

More about FNX

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Lakeridge Wealth Management LLC First Tr Mid Cap Core Alphadex Transaction History