Lord & Richards Wealth Management, LLC ISHARES TR Transaction History

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Number of Shares
1,309
Previous 21,497 93.91%
Holding current value
$32.8 Million
Previous $542 Million 93.95%
% of portfolio
0.04%
Previous 1.14%

Shares

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

May 02, 2025
SELL
N/A
-20,188 Reduced 93.91%
1,309 $32.8 Million
Q4 2024

Jan 30, 2025
BUY
N/A
21,497 New
21,497 $542 Million
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