Foundations Investment Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Foundations Investment Advisors, LLC
- $5.1 Billion
- Q1 2025
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 78,377 shares of FRDM stock, worth $3.22 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
78,377
Previous 74,478
5.24%
Holding current value
$3.22 Million
Previous $2.43 Million
12.91%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding FRDM
# of Institutions
145Shares Held
16.8MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.36MShares$96.9 Million5.49% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$52.8 Million0.04% of portfolio
-
Willis Johnson & Associates, Inc.941KShares$38.7 Million2.5% of portfolio
-
Tanglewood Wealth Management, Inc.746KShares$30.6 Million3.08% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN592KShares$24.3 Million0.07% of portfolio