Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAKERIDGE WEALTH MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 135 | 154,265,224 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STERIS PLC | SHS USD | 51 | $605,629 | 2,694 | 0.00 | 0.00 | 7 | 0.26 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 52 | $582,428 | 17,050 | 0.00 | 17,050 | +Inf | 03-31-2024 | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 53 | $580,908 | 3,181 | 0.00 | 0.00 | -62 | -1.91 | 03-31-2024 |
| INTEL CORP | COM | 54 | $574,047 | 12,996 | 0.00 | 0.00 | 18 | 0.14 | 03-31-2024 |
