Arete Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Arete Wealth Advisors, LLC
- $1.41 Billion
- Q2 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 12,874 shares of FRDM stock, worth $564,911. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,874
Previous 13,685
5.93%
Holding current value
$564,911
Previous $480,000
8.33%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding FRDM
# of Institutions
164Shares Held
21.1MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$105 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.44MShares$63.1 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.26MShares$55.5 Million0.01% of portfolio
-
Ellevest, Inc.1.14MShares$50.1 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$48.6 Million4.61% of portfolio