Lakeridge Wealth Management LLC Ishares Tr Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 11,683 shares of IDV stock, worth $368,248. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,683
Previous 11,683
-0.0%
Holding current value
$368,248
Previous $353 Million
9.43%
% of portfolio
0.17%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
496Shares Held
79.9MCall Options Held
20.5KPut Options Held
24.8K-
Bank Of America Corp Charlotte, NC10.6MShares$334 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$208 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.4MShares$170 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.85MShares$121 Million0.03% of portfolio
-
Ubs Group Ag2.71MShares$85.3 Million0.01% of portfolio