Lord & Richards Wealth Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 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 21,950 shares of FRDM stock, worth $963,385. This represents 0.93% of its overall portfolio holdings.

Number of Shares
21,950
Previous 8,898 146.68%
Holding current value
$963,385
Previous $312 Million 184.32%
% of portfolio
0.93%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$30.96 - $40.6 $404,089 - $529,911
13,052 Added 146.68%
21,950 $887 Million
Q1 2025

May 02, 2025
BUY
$32.66 - $36.43 $290,608 - $324,154
8,898 New
8,898 $312 Million

Others Institutions Holding FRDM

# of Institutions
164
Shares Held
21.3M
Call Options Held
0
Put Options Held
0
View Full List

About EA SER TR FREEDOM 100 EMERGING

FRDM Quotes by TradingView
  • Ticker FRDM
  • Sector ETFs
  • Industry ETFs
More about FRDM
Track This Portfolio

Track Lord & Richards Wealth Management, LLC Portfolio

Follow Lord & Richards Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lord & Richards Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lord & Richards Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email