Lakeridge Wealth Management LLC's ownership history for PFEB

Lakeridge Wealth Management LLC currently holds 18.6K shares with a market value of $756.6K. It started holding PFEB on 2024-09-30. At its peak, it held 18.9K shares on 2025-06-30. Its highest holding value was $756.6K on 2025-12-31. At its lowest, it held 17.1K shares on 2024-09-30, with a value of $613.6K on 2025-03-31. In the recent 180 days, Lakeridge Wealth Management LLC has decreased its shares by 350. In the recent year, Lakeridge Wealth Management LLC has increased its shares by 1.5K.