Lord & Richards Wealth Management, LLC DRSK Holdings History
Lord & Richards Wealth Management, LLC's Aptus Defined Risk ETF Holding Summary
As of 2025-03-31, Lord & Richards Wealth Management, LLC held 208,878.00 shares of Aptus Defined Risk ETF(DRSK), totaling $5.70 Mil. This investment constitutes 6.46% of their stock portfolio, and Lord & Richards Wealth Management, LLC now holds 0.48% of the outstanding Aptus Defined Risk ETF(DRSK) stock.
The initial trade took place in 2024Q4. And since then Lord & Richards Wealth Management, LLC has made 1 purchases of DRSK, at an average price of $27.89, for a total of 208,878.00 shares. Based on historical transaction data and DRSK's current price of $28.27, Lord & Richards Wealth Management, LLC's estimated gain on his DRSK holdings is $79,216.66, reflecting a 1.36% gain to date.
Lord & Richards Wealth Management, LLC DRSK ($28.27) Holding Chart
Lord & Richards Wealth Management, LLC DRSK ($28.27) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
