Lakeridge Wealth Management LLC First Tr ETF Viii Tcw Unconstr Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024

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 $614,091. This represents 0.32% of its overall portfolio holdings.

Number of Shares
24,862
Previous 18,212 36.51%
Holding current value
$614,091
Previous $458 Million 33.91%
% of portfolio
0.32%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$24.55 - $25.16 $163,257 - $167,314
6,650 Added 36.51%
24,862 $613 Million
Q3 2024

Oct 07, 2024
BUY
$24.39 - $25.28 $56,267 - $58,320
2,307 Added 14.5%
18,212 $458 Million
Q4 2023

Feb 14, 2024
BUY
$23.51 - $24.79 $373,926 - $394,284
15,905 New
15,905 $393 Million

Others Institutions Holding UCON

# of Institutions
281
Shares Held
103M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW UNCONSTR

UCON Quotes by TradingView
  • Ticker UCON
  • Sector ETFs
  • Industry ETFs
More about UCON
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email