Lord & Richards Wealth Management, LLC ELEVATION SERIES TRUST Transaction History

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Number of Shares
2,873
Previous 13,419 78.59%
Holding current value
$71.4 Million
Previous $332 Million 78.47%
% of portfolio
0.08%
Previous 0.7%

Shares

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

May 02, 2025
SELL
N/A
-10,546 Reduced 78.59%
2,873 $71.4 Million
Q4 2024

Jan 30, 2025
BUY
N/A
13,419 New
13,419 $332 Million
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