Lakeridge Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 17,130 shares of PFEB stock, worth $601,091. This represents 0.31% of its overall portfolio holdings.
Number of Shares
17,130
Previous 17,050
0.47%
Holding current value
$601,091
Previous $627 Million
2.21%
% of portfolio
0.31%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding PFEB
# of Institutions
200Shares Held
13.3MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.76MShares$96.8 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.28MShares$44.9 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ805KShares$28.2 Million0.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC424KShares$14.9 Million0.03% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY420KShares$14.7 Million0.36% of portfolio