1620 Investment Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History

1620 Investment Advisors, Inc.

$125 Million
Q1 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 60,164 shares of FRDM stock, worth $2.3 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

60,164

Previous 58,203 3.37%

Holding current value

$2.3 Million

Previous $1.9 Million 10.83%

% of portfolio

1.69%

Previous 1.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$32.66 - $36.43 $64,046 - $71,439	1,961 Added 3.37%	60,164 $2.11 Million
Q4 2024 Feb 11, 2025	BUY	$32.68 - $36.28 $84,085 - $93,348	2,573 Added 4.63%	58,203 $1.9 Million
Q3 2024 Oct 25, 2024	BUY	$31.97 - $37.3 $23,210 - $27,079	726 Added 1.32%	55,630 $1.99 Million
Q2 2024 Jul 23, 2024	BUY	$32.03 - $35.89 $20,050 - $22,467	626 Added 1.15%	54,904 $1.94 Million
Q1 2024 May 13, 2024	BUY	$30.02 - $33.85 $35,513 - $40,044	1,183 Added 2.23%	54,278 $1.83 Million
Q4 2023 Feb 09, 2024	BUY	$27.57 - $33.04 $70,358 - $84,318	2,552 Added 5.05%	53,095 $1.75 Million
Q3 2023 Nov 09, 2023	BUY	$27.95 - $33.06 $34,378 - $40,663	1,230 Added 2.49%	50,543 $1.43 Million
Q2 2023 Aug 14, 2023	BUY	$28.78 - $32.53 $31,744 - $35,880	1,103 Added 2.29%	49,313 $1.55 Million
Q1 2023 May 10, 2023	BUY	$27.27 - $31.05 $39,350 - $44,805	1,443 Added 3.09%	48,210 $1.42 Million
Q4 2022 Feb 13, 2023	BUY	$24.6 - $29.46 $13,111 - $15,702	533 Added 1.15%	46,767 $1.29 Million
Q3 2022 Nov 14, 2022	BUY	$24.99 - $30.32 $53,653 - $65,097	2,147 Added 4.87%	46,234 $1.16 Million
Q2 2022 Aug 09, 2022	BUY	$27.56 - $34.6 $1.22 Million - $1.53 Million	44,087 New	44,087 $1.22 Million

Others Institutions Holding FRDM

# of Institutions

145

Shares Held

16.8M

Call Options Held

Put Options Held

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About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
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1620 Investment Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History