Foundations Investment Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Foundations Investment Advisors, LLC
- $5.88 Billion
- Q2 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 87,706 shares of FRDM stock, worth $3.85 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
87,706
Previous 78,377
11.9%
Holding current value
$3.85 Million
Previous $2.75 Million
28.98%
% of portfolio
0.06%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding FRDM
# of Institutions
164Shares Held
21.1MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$105 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.44MShares$63.1 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.26MShares$55.5 Million0.01% of portfolio
-
Ellevest, Inc.1.14MShares$50.1 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$48.6 Million4.61% of portfolio