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

Herold Advisors, Inc.

$449 Million
Q3 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

125

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

1.85M
Shares

$62.9 Million
4.19% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.5M
Shares

$51.1 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

1.38M
Shares

$47 Million
0.04% of portfolio
Tanglewood Wealth Management, Inc.

881K
Shares

$29.9 Million
3.8% of portfolio
Willis Johnson & Associates, Inc.

875K
Shares

$29.7 Million
2.38% of portfolio

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 Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.