Lord & Richards Wealth Management, LLC Ea Ser Tr Freedom 100 Emerging Put Options Transaction History
Lord & Richards Wealth Management, LLC
- $95.7 Billion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding FRDM
# of Institutions
166Shares Held
21.3MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$107 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.44MShares$64.6 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.26MShares$56.8 Million0.01% of portfolio
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Ellevest, Inc.1.14MShares$51.2 Million7.58% of portfolio
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Tanglewood Wealth Management, Inc.1.11MShares$49.7 Million4.61% of portfolio