Arete Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Arete Wealth Advisors, LLC
- $1.6 Billion
- Q3 2025
A detailed history of Arete Wealth Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 14,014 shares of FRDM stock, worth $666,926. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,014
Previous 12,874
8.86%
Holding current value
$666,926
Previous $520,000
19.42%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding FRDM
# of Institutions
193Shares Held
23.7MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
-
Northwestern Mutual Wealth Management CO1.46MShares$69.5 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$65.3 Million0.01% of portfolio
-
Ellevest, Inc.1.17MShares$55.8 Million7.67% of portfolio
-
Tanglewood Wealth Management, Inc.1.12MShares$53.1 Million4.8% of portfolio