Lord & Richards Wealth Management, LLC DOUBLELINE ETF TRUST Transaction History

Lord & Richards Wealth Management, LLC

  • $109 Billion
  • Q3 2025
Number of Shares
100,827
Previous 96,371 4.62%
Holding current value
$5.01 Billion
Previous $4.73 Billion 5.92%
% of portfolio
4.59%
Previous 4.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
N/A
4,456 Added 4.62%
100,827 $5.01 Billion
Q2 2025

Aug 05, 2025
BUY
N/A
50,414 Added 109.7%
96,371 $4.73 Billion
Q1 2025

May 02, 2025
BUY
N/A
40,257 Added 706.26%
45,957 $2.25 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
5,700 New
5,700 $274 Million
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