True Wealth Design, LLC Lakeland Financial Corp Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Lakeland Financial Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 24 shares of LKFN stock, worth $1,409. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24
Previous 10
140.0%
Holding current value
$1,409
Previous $615,000
150.57%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding LKFN
# of Institutions
251Shares Held
22.1MCall Options Held
0Put Options Held
12.8K-
Black Rock Inc. New York, NY3.67MShares$216 Million0.01% of portfolio
-
Neuberger Berman Group LLC New York, NY1.89MShares$111 Million0.09% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.87MShares$110 Million0.0% of portfolio
-
State Street Corp Boston, MA1.35MShares$79.6 Million0.0% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.03MShares$60.7 Million0.01% of portfolio
About LAKELAND FINANCIAL CORP
- Ticker LKFN
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 25,350,100
- Market Cap $1.49B
- Description
- Lakeland Financial Corporation operates as the bank holding company for Lake City Bank that provides various banking products and services. The company accepts various deposit products, such as noninterest bearing, interest-bearing checking, savings, money market, NOW, and demand deposits. Its loan products include commercial and industrial, com...