Lakeridge Wealth Management LLC's ownership history for MTUM

Lakeridge Wealth Management LLC currently holds 992 shares with a market value of $248.4K. It started holding MTUM on 2024-12-31. At its peak, it held 1.3K shares on 2025-03-31. Its highest holding value was $270.2K on 2025-03-31. At its lowest, it held 880 shares on 2025-09-30, with a value of $225.2K on 2024-12-31. In the recent 180 days, Lakeridge Wealth Management LLC has decreased its shares by 119. In the recent year, Lakeridge Wealth Management LLC has decreased its shares by 96.