Purchases and Sales Made in Q1 2023 in Ea Ser Tr Freedom 100 Emerging (FRDM)
This table provides information about the institutional ownership of Ea Ser Tr Freedom 100 Emerging (FRDM) during Q1 2023. The information is specifically focused on institutions that hold shares of EA SER TR FREEDOM 100 EMERGING.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
146New |
$3.98K - $4.53K
|
146
$4.85K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
120+ 1.6% |
$3.27K - $3.73K
|
7.63K
$253K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
83+ 1.8% |
$2.26K - $2.58K
|
4.71K
$156K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80New |
$2.18K - $2.48K
|
80
$2.66K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43+ 1.39% |
$1.17K - $1.34K
|
3.13K
$104K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26New |
$709 - $807
|
26
$864
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
21+ 2.61% |
$573 - $652
|
826
$27.4K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 1.0% |
$464 - $528
|
1.71K
$56.9K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
13New |
$355 - $404
|
13
$432
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.32% |
$1.45K - $1.65K
|
16.4K
$544K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-153Closed |
$4.17K - $4.75K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-836- 0.24% |
$22.8K - $26K
|
355K
$11.8M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.9K- 96.5% |
$51.8K - $59K
|
69
$2.29K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.86K- 12.5% |
$133K - $151K
|
34K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.25K- 25.87% |
$170K - $194K
|
17.9K
$595K
|