Herold Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History

Herold Advisors, Inc.

$423 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$27.56 - $34.6 $2,756 - $3,460	-100 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$31.16 - $34.77 $3,116 - $3,477	100 New	100 $3,000

Others Institutions Holding FRDM

# of Institutions

124

Shares Held

15.2M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

1.85M
Shares

$64.5 Million
4.19% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.6M
Shares

$55.8 Million
0.11% of portfolio
Northwestern Mutual Wealth Management CO

1.33M
Shares

$46.3 Million
0.05% of portfolio
Tanglewood Wealth Management, Inc.

881K
Shares

$30.7 Million
3.8% of portfolio
Willis Johnson & Associates, Inc.

875K
Shares

$30.5 Million
2.38% of portfolio

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
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