Ellevest, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
Ellevest, Inc.
- $1.48 Billion
- Q1 2025
A detailed history of Ellevest, Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Ellevest, Inc. holds 204,242 shares of FRDM stock, worth $7.82 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
204,242
Previous 954,580
78.6%
Holding current value
$7.82 Million
Previous $31.2 Million
77.05%
% of portfolio
0.48%
Previous 1.82%
Shares
3 transactions
Others Institutions Holding FRDM
# of Institutions
145Shares Held
16.8MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.36MShares$90.4 Million5.49% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$49.2 Million0.04% of portfolio
-
Willis Johnson & Associates, Inc.941KShares$36.1 Million2.5% of portfolio
-
Tanglewood Wealth Management, Inc.746KShares$28.6 Million3.08% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN592KShares$22.7 Million0.07% of portfolio