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 33,451 shares of PMAR stock, worth $1.29 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

33,451

Previous 34,951 4.29%

Holding current value

$1.29 Million

Previous $1.4 Billion 4.9%

% of portfolio

0.67%

Previous 0.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$39.51 - $41.0 $59,265 - $61,500	-1,500 Reduced 4.29%	33,451 $1.34 Billion
Q3 2024 Oct 07, 2024	SELL	$36.89 - $39.25 $14,128 - $15,032	-383 Reduced 1.08%	34,951 $1.37 Billion
Q2 2024 Aug 01, 2024	BUY	$35.78 - $37.99 $230,781 - $245,035	6,450 Added 22.33%	35,334 $1.34 Billion
Q1 2024 Apr 29, 2024	BUY	$35.51 - $36.81 $518,019 - $536,984	14,588 Added 102.04%	28,884 $1.06 Billion
Q4 2023 Feb 14, 2024	BUY	$32.79 - $35.63 $468,765 - $509,366	14,296 New	14,296 $509 Million

Others Institutions Holding PMAR

# of Institutions

199

Shares Held

11M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
Sector ETFs
Industry ETFs

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Lakeridge Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History