Lord & Richards Wealth Management, LLC ADME Holdings History
Lord & Richards Wealth Management, LLC's Aptus Drawdown Managed Equity ETF Holding Summary
As of 2025-03-31, Lord & Richards Wealth Management, LLC held 54,617.00 shares of Aptus Drawdown Managed Equity ETF(ADME), totaling $2.43 Mil. This investment constitutes 2.75% of their stock portfolio, and Lord & Richards Wealth Management, LLC now holds 1.08% of the outstanding Aptus Drawdown Managed Equity ETF(ADME) stock.
The initial trade took place in 2024Q4. And since then Lord & Richards Wealth Management, LLC has made 1 purchases of ADME, at an average price of $46.90, for a total of 54,617.00 shares. Based on historical transaction data and ADME's current price of $48.26, Lord & Richards Wealth Management, LLC's estimated gain on his ADME holdings is $74,137.00, reflecting a 2.89% gain to date.
Lord & Richards Wealth Management, LLC ADME ($48.26) Holding Chart
Lord & Richards Wealth Management, LLC ADME ($48.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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