Guardian Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Guardian Wealth Advisors, LLC
- $1.33 Billion
- Q2 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 622,371 shares of FRDM stock, worth $26.5 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
622,371
Previous 339,924
83.09%
Holding current value
$26.5 Million
Previous $11.9 Million
111.04%
% of portfolio
1.9%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding FRDM
# of Institutions
163Shares Held
21.1MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$102 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.44MShares$61.2 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.26MShares$53.8 Million0.01% of portfolio
-
Ellevest, Inc.1.14MShares$48.5 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$47.1 Million4.61% of portfolio