Foundations Investment Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 74,478 shares of FRDM stock, worth $2.65 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
74,478
Previous 60,821
22.45%
Holding current value
$2.65 Million
Previous $2.18 Million
11.81%
% of portfolio
0.05%
Previous 0.05%
Shares
4 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