Lord & Richards Wealth Management, LLC PIMCO ETF TR Transaction History

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Number of Shares
799
Previous 2,415 66.92%
Holding current value
$80.9 Million
Previous $244 Million 66.8%
% of portfolio
0.09%
Previous 0.51%

Shares

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

May 02, 2025
SELL
N/A
-1,616 Reduced 66.92%
799 $80.9 Million
Q4 2024

Jan 30, 2025
BUY
N/A
2,415 New
2,415 $244 Million
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