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

Lakeridge Wealth Management LLC

  • $225 Billion
  • Q3 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 10,726 shares of UAUG stock, worth $422,711. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,726
Previous 10,426 2.88%
Holding current value
$422,711
Previous $390 Million 8.06%
% of portfolio
0.19%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$37.4 - $39.31 $11,220 - $11,793
300 Added 2.88%
10,726 $422 Million
Q4 2024

Jan 30, 2025
SELL
$34.78 - $35.99 $31,302 - $32,391
-900 Reduced 7.95%
10,426 $370 Million
Q3 2024

Oct 07, 2024
SELL
$33.02 - $35.03 $44,577 - $47,290
-1,350 Reduced 10.65%
11,326 $397 Million
Q4 2023

Feb 14, 2024
BUY
$28.09 - $30.81 $356,068 - $390,547
12,676 New
12,676 $390 Million

Others Institutions Holding UAUG

# of Institutions
100
Shares Held
4.35M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UAUG Quotes by TradingView
  • Ticker UAUG
  • Sector ETFs
  • Industry ETFs
More about UAUG
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