Lakeridge Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
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 20,152 shares of UDEC stock, worth $721,441. This represents 0.39% of its overall portfolio holdings.
Number of Shares
20,152
Previous 20,152
-0.0%
Holding current value
$721,441
Previous $691 Million
2.06%
% of portfolio
0.39%
Previous 0.42%
Shares
1 transactions
Others Institutions Holding UDEC
# of Institutions
63Shares Held
2.69MCall Options Held
0Put Options Held
0-
Brookstone Capital Management955KShares$34.2 Million0.56% of portfolio
-
Encompass More Asset Management Danville, CA163KShares$5.84 Million1.89% of portfolio
-
Donald L. Hagan, LLC106KShares$3.81 Million2.03% of portfolio
-
Mgo One Seven LLC Beachwood, OH98.9KShares$3.54 Million0.15% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.6KShares$3.46 Million0.29% of portfolio