LRWM
OCTZ

Lord & Richards Wealth Management’s TrueShares Structured Outcome October ETF OCTZ Stock Holding History

Lord & Richards Wealth Management’s Portfolio OCTZ Stock Details OCTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-885
Closed -$33.6K – 130
2025
Q1 		$33.6K Buy
+885
New +$33.6K 0.04% 94