Ellevest, Inc. Ea Ser Tr Freedom 100 Emerging Call Options Transaction History

Ellevest, Inc.

$608 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FRDM

# of Institutions

175

Shares Held

22.2M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

2.4M
Shares

$116 Million
5.22% of portfolio
Northwestern Mutual Wealth Management CO

1.44M
Shares

$69.4 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.26M
Shares

$61 Million
0.01% of portfolio
Tanglewood Wealth Management, Inc.

1.12M
Shares

$53.9 Million
4.8% of portfolio
Willis Johnson & Associates, Inc.

983K
Shares

$47.4 Million
2.7% of portfolio

About EA SER TR FREEDOM 100 EMERGING

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