Ever Source Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Call Options Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FRDM

# of Institutions

125

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

1.85M
Shares

$61.6 Million
4.19% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.5M
Shares

$50.1 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

1.38M
Shares

$46.1 Million
0.04% of portfolio
Tanglewood Wealth Management, Inc.

881K
Shares

$29.3 Million
3.8% of portfolio
Willis Johnson & Associates, Inc.

875K
Shares

$29.1 Million
2.38% of portfolio

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

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