Lumbard & Kellner, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Lumbard & Kellner, LLC
- $219 Million
- Q3 2024
A detailed history of Lumbard & Kellner, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Lumbard & Kellner, LLC holds 80,440 shares of FRDM stock, worth $2.68 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
80,440
Previous 80,446
0.01%
Holding current value
$2.68 Million
Previous $2.84 Million
1.3%
% of portfolio
1.31%
Previous 1.36%
Shares
3 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$61.6 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50.1 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$46.1 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.3 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.1 Million2.38% of portfolio