Lakeridge Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 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 19,015 shares of UDEC stock, worth $637,002. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,015
Previous 19,152
0.72%
Holding current value
$637,002
Previous $672 Million
2.95%
% of portfolio
0.33%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding UDEC
# of Institutions
83Shares Held
3.78MCall Options Held
0Put Options Held
0-
Brookstone Capital Management955KShares$32 Million0.56% of portfolio
-
Sovran Advisors, LLC San Diego, CA257KShares$8.59 Million1.28% of portfolio
-
Tounjian Advisory Partners, LLC Fort Myers, FL222KShares$7.44 Million1.43% of portfolio
-
Encompass More Asset Management Danville, CA163KShares$5.46 Million1.89% of portfolio
-
Private Client Services, LLC Louisville, KY129KShares$4.31 Million2.18% of portfolio