Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
180KNew |
$5.77M - $6.47M
|
180K
$5.99M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
103K+ 1260.84% |
$3.28M - $3.68M
|
111K
$3.68M
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
91.6KNew |
$2.93M - $3.29M
|
91.6K
$3.04M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
68.1KNew |
$2.18M - $2.44M
|
68.1K
$2.26M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
54.4K+ 28.63% |
$1.74M - $1.95M
|
244K
$8.12M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.8K+ 23.16% |
$1.66M - $1.86M
|
276K
$9.15M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
49.1K+ 45.09% |
$1.57M - $1.76M
|
158K
$5.25M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.5K+ 26.75% |
$1.55M - $1.74M
|
230K
$7.64M
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
36.8K+ 8.2% |
$1.18M - $1.32M
|
485K
$16.1M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
34.6KNew |
$1.11M - $1.24M
|
34.6K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
29.5KNew |
$945K - $1.06M
|
29.5K
$980K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29.1K+ 50.92% |
$933K - $1.05M
|
86.3K
$2.87M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.8K+ 20.79% |
$922K - $1.03M
|
167K
$5.55M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
27.8K+ 14.21% |
$892K - $1M
|
224K
$7.44M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27K+ 8.44% |
$865K - $969K
|
347K
$11.5M
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
26K+ 82.03% |
$832K - $932K
|
57.6K
$1.91M
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
23K+ 15.07% |
$737K - $826K
|
176K
$5.84M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.5KNew |
$688K - $771K
|
21.5K
$713K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
14.2K+ 7.19% |
$455K - $510K
|
212K
$7.03M
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
12.6K+ 7.52% |
$403K - $452K
|
180K
$5.98M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.4K+ 0.94% |
$396K - $443K
|
1.33M
$44.1M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
12.3KNew |
$394K - $441K
|
12.3K
$408K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.3KNew |
$394K - $441K
|
12.3K
$408K
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
12.1K+ 11.0% |
$388K - $434K
|
122K
$4.06M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 44.3% |
$341K - $382K
|
34.6K
$1.15M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2K+ 81.63% |
$326K - $365K
|
22.6K
$752K
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.81K+ 18.76% |
$282K - $316K
|
55.8K
$1.85M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.43KNew |
$238K - $267K
|
7.43K
$247K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.64KNew |
$213K - $238K
|
6.64K
$220K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.54K+ 1.87% |
$209K - $235K
|
355K
$11.8M
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.45K+ 67.17% |
$206K - $231K
|
16K
$533K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.02K+ 7.61% |
$193K - $216K
|
85.1K
$2.83M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.98K+ 3.59% |
$192K - $215K
|
172K
$5.73M
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.82KNew |
$186K - $209K
|
5.82K
$193K
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.92K+ 12.54% |
$158K - $177K
|
44.2K
$1.47M
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.57K+ 4.87% |
$146K - $164K
|
98.4K
$3.27M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.33K+ 5.58% |
$139K - $155K
|
81.9K
$2.72M
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.28K+ 2.19% |
$137K - $154K
|
199K
$6.62M
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.08K+ 2.36% |
$131K - $146K
|
177K
$5.88M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.02K+ 204.16% |
$129K - $144K
|
5.99K
$199K
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
3.9K+ 39.41% |
$125K - $140K
|
13.8K
$458K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.79K+ 3.75% |
$121K - $136K
|
105K
$3.48M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.67K+ 956.92% |
$117K - $132K
|
4.05K
$134K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.52KNew |
$113K - $126K
|
3.52K
$117K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.59K+ 13.13% |
$83K - $93K
|
22.3K
$741K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.72K+ 41.75% |
$55K - $61.6K
|
5.83K
$194K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.63KNew |
$52.3K - $58.6K
|
1.63K
$54.2K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.5KNew |
$48K - $53.8K
|
1.5K
$49.8K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.46K+ 0.84% |
$46.7K - $52.4K
|
175K
$5.82M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.33K+ 1.18% |
$42.6K - $47.7K
|
114K
$3.79M
|