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

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025
Number of Shares
60,519
Previous 23,154 161.38%
Holding current value
$1.5 Billion
Previous $536 Million 179.0%
% of portfolio
1.56%
Previous 0.61%

Shares

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