Lakeridge Wealth Management LLC J P MORGAN EXCHANGE TRADED F Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024
Number of Shares
14,381
Previous 9,874 45.65%
Holding current value
$892 Million
Previous $604 Million 47.78%
% of portfolio
0.46%
Previous 0.33%

Shares

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

Jan 30, 2025
BUY
N/A
4,507 Added 45.65%
14,381 $892 Million
Q3 2024

Oct 07, 2024
BUY
N/A
1,212 Added 13.99%
9,874 $604 Million
Q2 2024

Aug 01, 2024
BUY
N/A
8,662 New
8,662 $507 Million
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