Lakeridge Wealth Management LLC
Position in XMAR — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
CIK 2012028
MENTOR, OH
All Filings in XMAR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 XMAR | $287,256 | 7,194 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 XMAR | $282,170 | 7,194 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 XMAR | $275,479 | 7,194 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 XMAR | $264,343 | 7,194 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||