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

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025
Number of Shares
96,371
Previous 45,957 109.7%
Holding current value
$4.73 Billion
Previous $2.25 Billion 109.78%
% of portfolio
4.94%
Previous 2.56%

Shares

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