Lord & Richards Wealth Management, LLC ETF SER SOLUTIONS Transaction History

Lord & Richards Wealth Management, LLC

  • $109 Billion
  • Q3 2025
Number of Shares
68,098
Previous 60,519 12.52%
Holding current value
$1.82 Billion
Previous $1.5 Billion 21.37%
% of portfolio
1.66%
Previous 1.56%

Shares

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

Nov 04, 2025
BUY
N/A
7,579 Added 12.52%
68,098 $1.82 Billion
Q2 2025

Aug 05, 2025
BUY
N/A
37,365 Added 161.38%
60,519 $1.5 Billion
Q1 2025

May 02, 2025
BUY
N/A
23,154 New
23,154 $536 Million
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