1620 Investment Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
1620 Investment Advisors, Inc.
- $133 Million
- Q2 2025
A detailed history of 1620 Investment Advisors, Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 62,574 shares of FRDM stock, worth $2.61 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
62,574
Previous 60,164
4.01%
Holding current value
$2.61 Million
Previous $2.11 Million
19.88%
% of portfolio
1.89%
Previous 1.69%
Shares
13 transactions
Others Institutions Holding FRDM
# of Institutions
158Shares Held
19.3MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$99.7 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$53.7 Million0.04% of portfolio
-
Ellevest, Inc.1.14MShares$47.7 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$46.3 Million4.61% of portfolio
-
Willis Johnson & Associates, Inc.941KShares$39.3 Million2.5% of portfolio