Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.23K- 41.33% |
$236K - $262K
|
10.3K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.55K- 2.7% |
$247K - $274K
|
271K
$9.67M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.1K- 5.71% |
$265K - $294K
|
134K
$4.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-12.8K- 27.98% |
$419K - $465K
|
33K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.5K- 12.0% |
$768K - $853K
|
172K
$6.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.6K- 14.4% |
$869K - $965K
|
158K
$5.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-32.5K- 34.74% |
$1.06M - $1.18M
|
61K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35.1K- 2.54% |
$1.15M - $1.27M
|
1.35M
$48M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-140K- 29.31% |
$4.59M - $5.1M
|
339K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-166K- 83.51% |
$5.44M - $6.04M
|
32.9K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-171K- 92.55% |
$5.58M - $6.19M
|
13.7K
$490K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-271K- 18.04% |
$8.87M - $9.85M
|
1.23M
$43.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-303K- 34.44% |
$9.92M - $11M
|
578K
$20.6M
|