Institutional shares held 18.7 Million
0 calls
84.2K puts
Total value of holdings $677M
$0 calls
$3.04M puts
# of Institutions 141


Latest Institutional Activity in FRDM

Top Purchases

Q1 2025
Retirement Planning Group Shares Held: 2.36M ($85.3M)
Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 746K ($27M)
Q1 2025
Stephens Consulting, LLC Shares Held: 164K ($5.94M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 54.4K ($1.97M)
Q1 2025
High Note Wealth, LLC Shares Held: 62.3K ($2.25M)

Top Sells

Q1 2025
Yardley Wealth Management LLC Shares Held: 366K ($13.2M)
Q1 2025
Brookstone Capital Management Shares Held: 9.62K ($348K)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 161K ($5.83M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 18K ($649K)
Q1 2025
Stegent Equity Advisors, Inc. Shares Held: 11.8K ($425K)

About FRDM

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