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

Great Valley Advisor Group, Inc.

$4.08 Billion
Q2 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 178,208 shares of FRDM stock, worth $8.16 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

178,208

Previous 181,364 1.74%

Holding current value

$8.16 Million

Previous $6.36 Million 13.26%

% of portfolio

0.18%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$30.96 - $40.6 $97,709 - $128,133	-3,156 Reduced 1.74%	178,208 $7.2 Million
Q1 2025 May 08, 2025	BUY	$32.66 - $36.43 $33,803 - $37,705	1,035 Added 0.57%	181,364 $6.36 Million
Q4 2024 Feb 24, 2025	BUY	$32.68 - $36.28 $181,831 - $201,861	5,564 Added 3.18%	180,329 $5.89 Million
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

166

Shares Held

21.5M

Call Options Held

Put Options Held

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

More about FRDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

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