Ever Source Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
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 $1,149. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 30
-0.0%
Holding current value
$1,149
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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