Ellevest, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
Ellevest, Inc.
- $608 Million
- Q2 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 1,140,983 shares of FRDM stock, worth $50.1 Million. This represents 7.58% of its overall portfolio holdings.
Number of Shares
1,140,983
Previous 204,242
458.64%
Holding current value
$50.1 Million
Previous $7.16 Million
543.96%
% of portfolio
7.58%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding FRDM
# of Institutions
164Shares Held
21.1MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$105 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.44MShares$63.1 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.26MShares$55.5 Million0.01% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$48.6 Million4.61% of portfolio
-
Willis Johnson & Associates, Inc.983KShares$43.1 Million2.7% of portfolio