LWM
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Lakeridge Wealth Management’s Eaton ETN Stock Holding History

Lakeridge Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$412K Buy
966
+13
+1% +$5.24K 0.15% 119
2026
Q1 		$341K Buy
953
+8
+0.8% +$2.85K 0.15% 123
2025
Q4 		$301K Buy
945
+23
+2% +$8.15K 0.14% 127
2025
Q3 		$345K Sell
922
-215
-19% -$78.2K 0.15% 112
2025
Q2 		$406K Sell
1,137
-40
-3% -$12.3K 0.19% 95
2025
Q1 		$320K Buy
1,177
+2
+0.2% +$623 0.16% 113
2024
Q4 		$390K Buy
1,175
+11
+0.9% +$3.86K 0.2% 91
2024
Q3 		$386K Buy
1,164
+260
+29% +$79.4K 0.21% 92
2024
Q2 		$284K Buy
904
+12
+1% +$3.87K 0.17% 113
2024
Q1 		$279K Buy
892
+3
+0.3% +$820 0.18% 102
2023
Q4 		$214K Buy
+889
New +$196K 0.15% 121

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Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return