Ae Wealth Management LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 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 1,527 shares of FRDM stock, worth $55,201. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,527
Previous 2,008
23.95%
Holding current value
$55,201
Previous $65,000
18.46%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FRDM
# of Institutions
142Shares Held
18.9MCall Options Held
0Put Options Held
84.2K-
Retirement Planning Group2.36MShares$85.3 Million5.49% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$48.7 Million0.04% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.23MShares$44.6 Million0.08% of portfolio
-
Ellevest, Inc.955KShares$34.5 Million1.82% of portfolio
-
Willis Johnson & Associates, Inc.905KShares$32.7 Million2.28% of portfolio