Lord & Richards Wealth Management, LLC ETF Ser Solutions Aptus Enhanc Transaction History

Lord & Richards Wealth Management, LLC

  • $109 Billion
  • Q3 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in ETF Ser Solutions Aptus Enhanc stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 110,848 shares of JUCY stock, worth $0. This represents 2.26% of its overall portfolio holdings.

Number of Shares
110,848
Previous 104,615 5.96%
Holding current value
$0
Previous $2.33 Billion 6.22%
% of portfolio
2.26%
Previous 2.43%

Shares

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

Nov 04, 2025
BUY
N/A
6,233 Added 5.96%
110,848 $2.47 Billion
Q2 2025

Aug 05, 2025
BUY
N/A
16,687 Added 18.98%
104,615 $2.33 Billion
Q1 2025

May 02, 2025
BUY
N/A
46,641 Added 112.97%
87,928 $2.01 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
41,287 New
41,287 $940 Million

Others Institutions Holding JUCY

# of Institutions
52
Shares Held
13.7M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS APTUS ENHANC

JUCY Quotes by TradingView
  • Ticker JUCY
More about JUCY
Track This Portfolio

Track Lord & Richards Wealth Management, LLC Portfolio

Follow Lord & Richards Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lord & Richards Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lord & Richards Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email