Lakeridge Wealth Management LLC First Tr ETF Viii Tcw Unconstr Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 2025
A detailed history of Lakeridge Wealth Management LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 24,862 shares of UCON stock, worth $609,864. This represents 0.31% of its overall portfolio holdings.
Number of Shares
24,862
Previous 24,862
-0.0%
Holding current value
$609,864
Previous $613 Million
0.41%
% of portfolio
0.31%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
306Shares Held
116MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$293 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$216 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$177 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$118 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$103 Million0.02% of portfolio