Lord & Richards Wealth Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Lord & Richards Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 8,898 shares of FRDM stock, worth $321,662. This represents 0.35% of its overall portfolio holdings.
Number of Shares
8,898Holding current value
$321,662% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding FRDM
# of Institutions
145Shares Held
16.8MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.36MShares$85.3 Million5.49% of portfolio
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Northwestern Mutual Wealth Management CO1.28MShares$46.4 Million0.04% of portfolio
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Willis Johnson & Associates, Inc.941KShares$34 Million2.5% of portfolio
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Tanglewood Wealth Management, Inc.746KShares$27 Million3.08% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN592KShares$21.4 Million0.07% of portfolio