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

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Number of Shares
5,141
Previous 23,102 77.75%
Holding current value
$127 Million
Previous $571 Million 77.66%
% of portfolio
0.14%
Previous 1.2%

Shares

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

May 02, 2025
SELL
N/A
-17,961 Reduced 77.75%
5,141 $127 Million
Q4 2024

Jan 30, 2025
BUY
N/A
23,102 New
23,102 $571 Million
Track This Portfolio

Track Lord & Richards Wealth Management, LLC Portfolio

Follow Lord & Richards Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lord & Richards Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lord & Richards Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email