Lumbard & Kellner, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Lumbard & Kellner, LLC
- $208 Million
- Q2 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 80,446 shares of FRDM stock, worth $2.87 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
80,446
Previous 81,004
0.69%
Holding current value
$2.87 Million
Previous $2.73 Million
3.99%
% of portfolio
1.36%
Previous 1.35%
Shares
2 transactions
Others Institutions Holding FRDM
# of Institutions
123Shares Held
14.4MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$65.9 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.6MShares$57.1 Million0.11% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$47.3 Million0.05% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$31.4 Million3.8% of portfolio
-
Intelligence Driven Advisers, LLC528KShares$18.8 Million2.64% of portfolio