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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,521
Closed -$250K – 159
2024
Q4 		$250K Buy
8,521
+87
+1% +$2.55K 0.13% 132
2024
Q3 		$228K Hold
8,434
– – 0.13% 139
2024
Q2 		$236K Buy
+8,434
New +$236K 0.14% 123