Avantax Advisory Services, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 10,432 shares of FRDM stock, worth $457,860. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,432

Previous 8,837 18.05%

Holding current value

$457,860

Previous $309,000 36.25%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$30.96 - $40.6 $49,381 - $64,757	1,595 Added 18.05%	10,432 $421,000
Q1 2025 May 06, 2025	SELL	$32.66 - $36.43 $84,262 - $93,989	-2,580 Reduced 22.6%	8,837 $309,000
Q4 2024 Feb 07, 2025	BUY	$32.68 - $36.28 $63,856 - $70,891	1,954 Added 20.65%	11,417 $373,000
Q3 2024 Nov 13, 2024	BUY	$31.97 - $37.3 $41,433 - $48,340	1,296 Added 15.87%	9,463 $338,000
Q2 2024 Aug 09, 2024	BUY	$32.03 - $35.89 $24,054 - $26,953	751 Added 10.13%	8,167 $288,000
Q1 2024 May 08, 2024	BUY	$30.02 - $33.85 $30,230 - $34,086	1,007 Added 15.71%	7,416 $250,000
Q4 2023 Feb 07, 2024	BUY	$27.57 - $33.04 $176,696 - $211,753	6,409 New	6,409 $210,000

Others Institutions Holding FRDM

# of Institutions

164

Shares Held

21.3M

Call Options Held

Put Options Held

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About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
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Avantax Advisory Services, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History