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

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Number of Shares
45,957
Previous 5,700 706.26%
Holding current value
$2.25 Billion
Previous $274 Million 722.19%
% of portfolio
2.56%
Previous 0.58%

Shares

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