Lakeridge Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Lakeridge Wealth Management LLC
- $220 Billion
- Q4 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 5,526 shares of UJAN stock, worth $234,689. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,526
Previous 5,526
-0.0%
Holding current value
$234,689
Previous $233 Million
2.69%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding UJAN
# of Institutions
105Shares Held
3.96MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL858KShares$36.5 Million4.78% of portfolio
-
Sonoma Allocations LLC Santa Rosa, CA427KShares$18.1 Million6.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH205KShares$8.72 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC187KShares$7.96 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA135KShares$5.75 Million0.28% of portfolio