AWM
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Ariadne Wealth Management’s Lufax Holding LU Stock Holding History

Ariadne Wealth Management’s Portfolio LU Stock Details LU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$57.8K Buy
+20,009
New +$57.8K 0.03% 225
2025
Q1 		– Sell
-14,947
Closed -$39.2K – 225
2024
Q4 		$39.2K Buy
14,947
+4,368
+41% +$11.4K 0.02% 226
2024
Q3 		$29.7K Buy
+10,579
New +$29.7K 0.02% 223