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 $917,071. This represents 0.93% of its overall portfolio holdings.
Number of Shares
21,950
Previous 8,898
146.68%
Holding current value
$917,071
Previous $312 Million
184.32%
% of portfolio
0.93%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding FRDM
# of Institutions
158Shares Held
19.3MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$99.7 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$53.7 Million0.04% of portfolio
-
Ellevest, Inc.1.14MShares$47.7 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$46.3 Million4.61% of portfolio
-
Willis Johnson & Associates, Inc.941KShares$39.3 Million2.5% of portfolio