Lord & Richards Wealth Management, LLC AIM ETF PRODUCTS TRUST Transaction History

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Number of Shares
2,466
Previous 17,833 86.17%
Holding current value
$64.7 Million
Previous $474 Million 86.34%
% of portfolio
0.07%
Previous 1.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
N/A
-15,367 Reduced 86.17%
2,466 $64.7 Million
Q4 2024

Jan 30, 2025
BUY
N/A
17,833 New
17,833 $474 Million
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