Clarus Wealth Advisors Ea Ser Tr Freedom 100 Emerging Transaction History
Clarus Wealth Advisors
- $200 Million
- Q4 2024
A detailed history of Clarus Wealth Advisors transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Clarus Wealth Advisors holds 22,046 shares of FRDM stock, worth $750,225. This represents 0.36% of its overall portfolio holdings.
Number of Shares
22,046
Previous 22,361
1.41%
Holding current value
$750,225
Previous $800,000
10.0%
% of portfolio
0.36%
Previous 0.41%
Shares
9 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.8MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$63 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$51.2 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$47.1 Million0.04% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.8 Million2.38% of portfolio
-
Tanglewood Wealth Management, Inc.578KShares$19.7 Million2.28% of portfolio