Lord & Richards Wealth Management, LLC DMBS Holdings History
Lord & Richards Wealth Management, LLC's DoubleLine Mortgage ETF Holding Summary
As of 2025-03-31, Lord & Richards Wealth Management, LLC held 45,957.00 shares of DoubleLine Mortgage ETF(DMBS), totaling $2.25 Mil. This investment constitutes 2.56% of their stock portfolio, and Lord & Richards Wealth Management, LLC now holds 0.57% of the outstanding DoubleLine Mortgage ETF(DMBS) stock.
The initial trade took place in 2024Q4. And since then Lord & Richards Wealth Management, LLC has made 1 purchases of DMBS, at an average price of $48.52, for a total of 45,957.00 shares. Based on historical transaction data and DMBS's current price of $48.42, Lord & Richards Wealth Management, LLC's estimated gain on his DMBS holdings is $-4,809.42, reflecting a -0.22% gain to date.
Lord & Richards Wealth Management, LLC DMBS ($48.42) Holding Chart
Lord & Richards Wealth Management, LLC DMBS ($48.42) 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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