Creative Planning Ea Ser Tr Freedom 100 Emerging Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Creative Planning holds 7,556 shares of FRDM stock, worth $255,619. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,556

Holding current value

$255,619

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$31.97 - $37.3 $241,565 - $281,838	7,556 New	7,556 $270,000

Others Institutions Holding FRDM

# of Institutions

125

Shares Held

14.9M

Call Options Held

Put Options Held

Retirement Planning Group

1.85M
Shares

$62.6 Million
4.19% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.5M
Shares

$50.9 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

1.38M
Shares

$46.8 Million
0.04% of portfolio
Tanglewood Wealth Management, Inc.

881K
Shares

$29.8 Million
3.8% of portfolio
Willis Johnson & Associates, Inc.

875K
Shares

$29.6 Million
2.38% of portfolio

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

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