Fsa Wealth Management LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Fsa Wealth Management LLC

$279 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$32.45 - $34.9 $21,903 - $23,557	-675 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$24.85 - $32.02 $16,773 - $21,613	675 New	675 $22,000

Others Institutions Holding FRDM

# of Institutions

145

Shares Held

16.8M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

2.36M
Shares

$90.4 Million
5.49% of portfolio
Northwestern Mutual Wealth Management CO

1.28M
Shares

$49.2 Million
0.04% of portfolio
Willis Johnson & Associates, Inc.

941K
Shares

$36.1 Million
2.5% of portfolio
Tanglewood Wealth Management, Inc.

746K
Shares

$28.6 Million
3.08% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

592K
Shares

$22.7 Million
0.07% of portfolio

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
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