Lakeridge Wealth Management LLC
Position in FLDR — Fidelity Low Duration Bond Factor ETF
CIK 2012028
MENTOR, OH
All Filings in FLDR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FLDR | $3,714,310 | 74,212 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 FLDR | $3,396,502 | 67,619 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 FLDR | $3,111,847 | 61,989 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 FLDR | $2,508,156 | 50,093 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 FLDR | $2,407,263 | 48,030 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 FLDR | $1,472,635 | 29,494 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 FLDR | $214,396 | 4,270 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||