Lord & Richards Wealth Management, LLC DOUBLELINE ETF TRUST Transaction History

Lord & Richards Wealth Management, LLC

105,459

Previous 100,827 4.59%

$5.24 Billion

Previous $5.01 Billion 4.54%

4.5%

Previous 4.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	N/A	4,632 Added 4.59%	105,459 $5.24 Billion
Q3 2025 Nov 04, 2025	BUY	N/A	4,456 Added 4.62%	100,827 $5.01 Billion
Q2 2025 Aug 05, 2025	BUY	N/A	50,414 Added 109.7%	96,371 $4.73 Billion
Q1 2025 May 02, 2025	BUY	N/A	40,257 Added 706.26%	45,957 $2.25 Billion
Q4 2024 Jan 30, 2025	BUY	N/A	5,700 New	5,700 $274 Million

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