Great Valley Advisor Group, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History

Great Valley Advisor Group, Inc.

$3.84 Billion
Q3 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 174,765 shares of FRDM stock, worth $5.93 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

174,765

Previous 172,458 1.34%

Holding current value

$5.93 Million

Previous $6.09 Million 2.66%

% of portfolio

0.16%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$31.97 - $37.3 $73,754 - $86,051	2,307 Added 1.34%	174,765 $6.25 Million
Q2 2024 Jul 16, 2024	BUY	$32.03 - $35.89 $191,507 - $214,586	5,979 Added 3.59%	172,458 $6.09 Million
Q1 2024 May 03, 2024	BUY	$30.02 - $33.85 $440,483 - $496,681	14,673 Added 9.67%	166,479 $5.62 Million
Q4 2023 Feb 05, 2024	SELL	$27.57 - $33.04 $288,657 - $345,928	-10,470 Reduced 6.45%	151,806 $4.99 Million
Q3 2023 Nov 06, 2023	BUY	$27.95 - $33.06 $955,023 - $1.13 Million	34,169 Added 26.67%	162,276 $4.59 Million
Q2 2023 Aug 10, 2023	BUY	$28.78 - $32.53 $3.69 Million - $4.17 Million	128,107 New	128,107 $4.02 Million

Others Institutions Holding FRDM

# of Institutions

125

Shares Held

14.9M

Call Options Held

Put Options Held

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About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

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Great Valley Advisor Group, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History