Allworth Financial LP Ea Ser Tr Freedom 100 Emerging Transaction History

Allworth Financial LP

$17.4 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	BUY	$27.57 - $33.04 $28,397 - $34,031	1,030 New	1,030 $33,000

Others Institutions Holding FRDM

# of Institutions

145

Shares Held

16.8M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

2.36M
Shares

$85.3 Million
5.49% of portfolio
Northwestern Mutual Wealth Management CO

1.28M
Shares

$46.4 Million
0.04% of portfolio
Willis Johnson & Associates, Inc.

941K
Shares

$34 Million
2.5% of portfolio
Tanglewood Wealth Management, Inc.

746K
Shares

$27 Million
3.08% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

592K
Shares

$21.4 Million
0.07% of portfolio

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
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