Lord & Richards Wealth Management, LLC JUCY Holdings History
Lord & Richards Wealth Management, LLC's Aptus Enhanced Yield ETF Holding Summary
As of 2025-03-31, Lord & Richards Wealth Management, LLC held 87,928.00 shares of Aptus Enhanced Yield ETF(JUCY), totaling $2.01 Mil. This investment constitutes 2.28% of their stock portfolio, and Lord & Richards Wealth Management, LLC now holds 0.65% of the outstanding Aptus Enhanced Yield ETF(JUCY) stock.
The initial trade took place in 2024Q4. And since then Lord & Richards Wealth Management, LLC has made 1 purchases of JUCY, at an average price of $22.96, for a total of 87,928.00 shares. Based on historical transaction data and JUCY's current price of $22.28, Lord & Richards Wealth Management, LLC's estimated gain on his JUCY holdings is $-59,968.64, reflecting a -2.97% gain to date.
Lord & Richards Wealth Management, LLC JUCY ($22.28) Holding Chart
Lord & Richards Wealth Management, LLC JUCY ($22.28) 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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