Lakeridge Wealth Management LLC First Tr Small Cap Core Alphad Call Options Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FYX
# of Institutions
149Shares Held
6.16MCall Options Held
3.2KPut Options Held
0-
Morgan Stanley New York, NY705KShares$70 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA580KShares$57.5 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC504KShares$50.1 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC451KShares$44.8 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6398KShares$39.5 Million0.01% of portfolio