Lakeridge Wealth Management LLC's ownership history for SPY

Lakeridge Wealth Management LLC currently holds 2.3K shares with a market value of $1.6M. It started holding SPY on 2024-09-30. At its peak, it held 3.5K shares on 2024-12-31. Its highest holding value was $2.1M on 2024-12-31. At its lowest, it held 2.3K shares on 2025-12-31, with a value of $1.5M on 2025-06-30. In the recent 180 days, Lakeridge Wealth Management LLC has decreased its shares by 80. In the recent year, Lakeridge Wealth Management LLC has decreased its shares by 1.2K.