Great Valley Advisor Group, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
Great Valley Advisor Group, Inc.
- $3.45 Billion
- Q2 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 172,458 shares of FRDM stock, worth $6.01 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
172,458
Previous 166,479
3.59%
Holding current value
$6.01 Million
Previous $5.62 Million
8.48%
% of portfolio
0.18%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding FRDM
# of Institutions
124Shares Held
15.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$64.5 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.6MShares$55.8 Million0.11% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$46.3 Million0.05% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$30.7 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$30.5 Million2.38% of portfolio