Compass Ion Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 2025
A detailed history of Compass Ion Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 263,654 shares of FRDM stock, worth $12.1 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
263,654Holding current value
$12.1 Million% of portfolio
1.22%Shares
1 transactions
Others Institutions Holding FRDM
# of Institutions
174Shares Held
22.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$110 Million5.22% of portfolio
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Northwestern Mutual Wealth Management CO1.44MShares$65.9 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.26MShares$57.9 Million0.01% of portfolio
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Ellevest, Inc.1.14MShares$52.3 Million7.58% of portfolio
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Tanglewood Wealth Management, Inc.1.12MShares$51.1 Million4.8% of portfolio