Lord Abbett Floating Rate-ILFRIX
13F holders, Q2 2024 (June 30)2holders
0new positions
0sold out
$8.16avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Lord Abbett Floating Rate-I (LFRIX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Financial Gravity Asset Management, Inc. ($160K) and Encompass Wealth Advisors, LLC ($128K).
- Company
- Lord Abbett Floating Rate-I
- CUSIP
- 543916134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 8,784 shares bought, net +8,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Financial Gravity Asset Management, Inc. | 0.04% | Add +79.4% | 19,570 | $160K |
| Encompass Wealth Advisors, LLC | 0.03% | Add +0.8% | 15,716 | $128K |
"% of holder's portfolio" is LFRIX's weight in each manager's 13F, not the share of Lord Abbett Floating Rate-I the manager owns.