Ever Source Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 30 shares of FRDM stock, worth $1,069. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 30
-0.0%
Holding current value
$1,069
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FRDM
# of Institutions
138Shares Held
18.1MCall Options Held
0Put Options Held
84.2K-
Retirement Planning Group2.11MShares$75.4 Million4.17% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$48 Million0.04% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.23MShares$43.9 Million0.08% of portfolio
-
Ellevest, Inc.955KShares$34 Million1.82% of portfolio
-
Willis Johnson & Associates, Inc.905KShares$32.3 Million2.28% of portfolio