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

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025
Number of Shares
26,075
Previous 19,154 36.13%
Holding current value
$881 Million
Previous $592 Million 49.0%
% of portfolio
0.92%
Previous 0.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
6,921 Added 36.13%
26,075 $881 Million
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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