First Heartland Consultants, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
First Heartland Consultants, Inc.
- $1.11 Billion
- Q3 2025
A detailed history of First Heartland Consultants, Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 383,023 shares of FRDM stock, worth $18.2 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
383,023
Previous 362,182
5.75%
Holding current value
$18.2 Million
Previous $14.6 Million
15.99%
% of portfolio
1.53%
Previous 1.45%
Shares
2 transactions
Others Institutions Holding FRDM
# of Institutions
192Shares Held
23.7MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
-
Northwestern Mutual Wealth Management CO1.46MShares$69.5 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$65.3 Million0.01% of portfolio
-
Ellevest, Inc.1.17MShares$55.8 Million7.67% of portfolio
-
Tanglewood Wealth Management, Inc.1.12MShares$53.1 Million4.8% of portfolio