Great Valley Advisor Group, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
Great Valley Advisor Group, Inc.
- $4.13 Billion
- Q1 2025
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 181,364 shares of FRDM stock, worth $6.95 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
181,364
Previous 180,329
0.57%
Holding current value
$6.95 Million
Previous $5.89 Million
7.86%
% of portfolio
0.15%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding FRDM
# of Institutions
145Shares Held
16.8MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.36MShares$90.4 Million5.49% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$49.2 Million0.04% of portfolio
-
Willis Johnson & Associates, Inc.941KShares$36.1 Million2.5% of portfolio
-
Tanglewood Wealth Management, Inc.746KShares$28.6 Million3.08% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN592KShares$22.7 Million0.07% of portfolio