Lakeridge Wealth Management LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 6,205 shares of XJUN stock, worth $233,494. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,205
Previous 7,705
19.47%
Holding current value
$233,494
Previous $298 Million
19.77%
% of portfolio
0.12%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding XJUN
# of Institutions
83Shares Held
2.91MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC423KShares$15.9 Million0.1% of portfolio
-
Cetera Investment Advisers Schaumburg, IL352KShares$13.3 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC296KShares$11.1 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ253KShares$9.51 Million0.02% of portfolio
-
Envestnet Asset Management Inc140KShares$5.27 Million0.0% of portfolio