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

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Number of Shares
19,154
Previous 7,749 147.18%
Holding current value
$592 Million
Previous $250 Million 136.37%
% of portfolio
0.67%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
11,405 Added 147.18%
19,154 $592 Million
Q4 2024

Jan 30, 2025
BUY
N/A
7,749 New
7,749 $250 Million
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