Ae Wealth Management LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Ae Wealth Management LLC holds 341 shares of FRDM stock, worth $15,621. This represents 0.0% of its overall portfolio holdings.
Number of Shares
341
Previous 1,527
77.67%
Holding current value
$15,621
Previous $53,000
75.47%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FRDM
# of Institutions
166Shares Held
21.5MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$109 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.44MShares$65.9 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.26MShares$57.9 Million0.01% of portfolio
-
Ellevest, Inc.1.14MShares$52.3 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$50.7 Million4.61% of portfolio