LWM
AIFD

Lakeridge Wealth Management’s TCW Artificial Intelligence ETF AIFD Stock Holding History

Lakeridge Wealth Management’s Portfolio AIFD Stock Details AIFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,521
Closed -$250K – 159
2024
Q4 		$250K Buy
8,521
+87
+1% +$2.5K 0.13% 132
2024
Q3 		$228K Hold
8,434
– – 0.13% 139
2024
Q2 		$236K Buy
+8,434
New +$225K 0.14% 123

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