Lord & Richards Wealth Management, LLC Simplify Exchange Traded Fds S Transaction History
Lord & Richards Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 4,742 shares of TYA stock, worth $60,270. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,742Holding current value
$60,270% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding TYA
# of Institutions
44Shares Held
8.3MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.95MShares$50.2 Million2.04% of portfolio
-
Ae Wealth Management LLC1.59MShares$20.2 Million0.19% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA573KShares$7.28 Million6.64% of portfolio
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Heck Capital Advisors, LLC Rhinelander, WI341KShares$4.33 Million0.51% of portfolio
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Stapp Wealth Management, Pllc Olympia, WA281KShares$3.58 Million8.19% of portfolio