Lord & Richards Wealth Management, LLC Simplify Exch Trad Fds Us Eq P Call Options Transaction History

Lord & Richards Wealth Management, LLC

$88.2 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPD

# of Institutions

45

Shares Held

1.92M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

469K
Shares

$17.3 Million
0.02% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

219K
Shares

$8.05 Million
0.73% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

219K
Shares

$8.05 Million
5.7% of portfolio
Wealth Enhancement Advisory Services, LLC

211K
Shares

$7.78 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

119K
Shares

$4.39 Million
0.01% of portfolio

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