Foundations Investment Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 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 60,821 shares of FRDM stock, worth $2.07 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
60,821
Previous 34,630
75.63%
Holding current value
$2.07 Million
Previous $1.22 Million
77.92%
% of portfolio
0.05%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$62.9 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$51.1 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$47 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.9 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.7 Million2.38% of portfolio