Lord & Richards Wealth Management, LLC ETF Ser Solutions Aptus Enhanc Transaction History
Lord & Richards Wealth Management, LLC
- $95.7 Billion
- Q2 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in ETF Ser Solutions Aptus Enhanc stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 104,615 shares of JUCY stock, worth $0. This represents 2.43% of its overall portfolio holdings.
Number of Shares
104,615
Previous 87,928
18.98%
Holding current value
$0
Previous $2.01 Billion
15.85%
% of portfolio
2.43%
Previous 2.28%
Shares
3 transactions
Others Institutions Holding JUCY
# of Institutions
58Shares Held
18.9MCall Options Held
0Put Options Held
20.4K-
Aptus Capital Advisors, LLC6.57MShares$00.0% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.52MShares$00.0% of portfolio
-
Sugarloaf Wealth Management, LLC1.33MShares$00.0% of portfolio
-
Integrated Wealth Concepts LLC1.15MShares$00.0% of portfolio
-
Talon Private Wealth, LLC The Villages, FL1.01MShares$03.1% of portfolio