Lord & Richards Wealth Management, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Lord & Richards Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 29 shares of SPD stock, worth $1,005. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29Holding current value
$1,005% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SPD
# of Institutions
45Shares Held
2.22MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL528KShares$18.3 Million0.02% of portfolio
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Ridgepath Capital Management LLC Knoxville, TN285KShares$9.88 Million4.38% of portfolio
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Authentikos Wealth Advisory, LLC Morgan Hill, CA219KShares$7.59 Million5.7% of portfolio
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Ethos Financial Group, LLC King Of Prussia, PA212KShares$7.36 Million1.07% of portfolio
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Wealth Enhancement Advisory Services, LLC211KShares$7.33 Million0.01% of portfolio