Clarus Wealth Advisors Ea Ser Tr Freedom 100 Emerging Transaction History
Clarus Wealth Advisors
- $196 Million
- Q3 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 22,361 shares of FRDM stock, worth $779,057. This represents 0.41% of its overall portfolio holdings.
Number of Shares
22,361
Previous 23,053
3.0%
Holding current value
$779,057
Previous $814,000
1.72%
% of portfolio
0.41%
Previous 0.45%
Shares
8 transactions
Others Institutions Holding FRDM
# of Institutions
124Shares Held
15.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$64.5 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.6MShares$55.8 Million0.11% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$46.3 Million0.05% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$30.7 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$30.5 Million2.38% of portfolio