Lord & Richards Wealth Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Lord & Richards Wealth Management, LLC
- $109 Billion
- Q3 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 23,816 shares of FRDM stock, worth $1.13 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
23,816
Previous 21,950
8.5%
Holding current value
$1.13 Million
Previous $887 Million
19.0%
% of portfolio
0.97%
Previous 0.93%
Shares
3 transactions
Others Institutions Holding FRDM
# of Institutions
192Shares Held
23.7MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
-
Northwestern Mutual Wealth Management CO1.46MShares$69.5 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$65.3 Million0.01% of portfolio
-
Ellevest, Inc.1.17MShares$55.8 Million7.67% of portfolio
-
Tanglewood Wealth Management, Inc.1.12MShares$53.1 Million4.8% of portfolio