Lakeridge Wealth Management LLC's ownership history for IVV

Lakeridge Wealth Management LLC currently holds 11.4K shares with a market value of $7.8M. It started holding IVV on 2024-09-30. At its peak, it held 11.4K shares on 2025-12-31. Its highest holding value was $7.8M on 2025-12-31. At its lowest, it held 9.9K shares on 2024-09-30, with a value of $5.7M on 2024-09-30. In the recent 180 days, Lakeridge Wealth Management LLC has increased its shares by 320. In the recent year, Lakeridge Wealth Management LLC has increased its shares by 1.0K.