Lord & Richards Wealth Management, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Number of Shares
17,671
Previous 32,611 45.81%
Holding current value
$585 Million
Previous $1.1 Billion 46.8%
% of portfolio
0.66%
Previous 2.32%

Shares

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

May 02, 2025
SELL
N/A
-14,940 Reduced 45.81%
17,671 $585 Million
Q4 2024

Jan 30, 2025
BUY
N/A
32,611 New
32,611 $1.1 Billion
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