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Company Main View
Name:
Lakeridge Wealth Management LLC
City:
MENTOR
State:
OH
Zip:
44060
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$154,261,000
Total Value Change :
$15,970,000
Securities Held Change :
5
All Securities Held :
134
New Positions
:
10
Closed Positions
:
5
Increased Positions
:
57
Unchanged Positions
:
21
Decreased Positions
:
46
Download
Free Registration Required For Full Results
Holdings Found :
5
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
F
Ford Motor Co
139
Closed
$12.50
$0
0
0%
-156,000
-12,805
0
Auto Manufacturers
ALL
Allstate Corp
138
Closed
$169.08
$0
0
0%
-287,000
-2,047
0
Property & Casualty I...
BKCC
Blackrock Kelso Capital Corp
137
Closed
$3.68
$0
0
0%
-131,000
-33,972
0
Credit Services
CI
Cigna Corporation
136
Closed
$346.42
$0
0
0%
-229,000
-766
0
Health Care Plans
EFA
iShares TR MSCI EAFE Indx FD
135
Closed
$80.94
$0
0
0%
-201,000
-2,663
0
Closed - End Fund - E...
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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