Guardian Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Guardian Wealth Advisors, LLC
- $1.16 Billion
- Q1 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 339,924 shares of FRDM stock, worth $13.9 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
339,924
Previous 307,124
10.68%
Holding current value
$13.9 Million
Previous $10 Million
18.71%
% of portfolio
1.03%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding FRDM
# of Institutions
155Shares Held
19.3MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$97.7 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$52.6 Million0.04% of portfolio
-
Ellevest, Inc.1.14MShares$46.7 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$45.4 Million4.61% of portfolio
-
Willis Johnson & Associates, Inc.941KShares$38.6 Million2.5% of portfolio