Lakeridge Wealth Management LLC Renaissance Cap Greenwich Fds Transaction History

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Renaissance Cap Greenwich Fds stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 7,950 shares of IPO stock, worth $283,258. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,950
Previous 7,950 -0.0%
Holding current value
$283,258
Previous $346 Million 13.82%
% of portfolio
0.15%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$36.32 - $40.94 $25,424 - $28,658
700 Added 9.66%
7,950 $320 Million
Q4 2023

Feb 14, 2024
BUY
$29.26 - $38.41 $212,135 - $278,472
7,250 New
7,250 $273 Million

Others Institutions Holding IPO

# of Institutions
69
Shares Held
804K
Call Options Held
13.3K
Put Options Held
2.6K
View Full List

About RENAISSANCE CAP GREENWICH FDS

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