Lakeridge Wealth Management LLC First Tr Mid Cap Core Alphadex Transaction History
Lakeridge Wealth Management LLC
- $217 Billion
- Q2 2025
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 79,719 shares of FNX stock, worth $9.72 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
79,719
Previous 74,929
6.39%
Holding current value
$9.72 Million
Previous $8.17 Billion
12.12%
% of portfolio
4.21%
Previous 4.08%
Shares
7 transactions
Others Institutions Holding FNX
# of Institutions
211Shares Held
7.02MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.11MShares$136 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$111 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA782KShares$95.4 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL487KShares$59.4 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL290KShares$35.4 Million0.05% of portfolio