Institutional shares held 18.5 Million
0 calls
84.2K puts
Total value of holdings $650M
$0 calls
$2.96M puts
# of Institutions 141


Latest Institutional Activity in FRDM

Top Purchases

Q1 2025
Retirement Planning Group Shares Held: 2.36M ($82.9M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 54.4K ($1.91M)
Q1 2025
Warren Street Wealth Advisors, LLC Shares Held: 5.83K ($205K)
Q1 2025
True Wealth Advisors, LLC Shares Held: 135K ($4.74M)
Q4 2024
Ellevest, Inc. Shares Held: 955K ($33.6M)

Top Sells

Q1 2025
Parallel Advisors, LLC Shares Held: 5.32K ($187K)
Q1 2025
Smith Anglin Financial, LLC Shares Held: 12.6K ($442K)
Q1 2025
Advisor Net Financial, Inc Shares Held: 4.31K ($152K)
Q1 2025
Magnus Financial Group LLC Shares Held: 32.1K ($1.13M)
Q4 2024
Tanglewood Wealth Management, Inc. Shares Held: 578K ($20.3M)

About FRDM

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