Lakeridge Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
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 17,050 shares of PFEB stock, worth $632,896. This represents 0.32% of its overall portfolio holdings.
Number of Shares
17,050
Previous 17,050
-0.0%
Holding current value
$632,896
Previous $614 Million
2.11%
% of portfolio
0.32%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding PFEB
# of Institutions
179Shares Held
12.3MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.84MShares$106 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.1MShares$40.8 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ853KShares$31.7 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC436KShares$16.2 Million0.02% of portfolio
-
Steward Financial Group LLC406KShares$15.1 Million3.92% of portfolio