High Note Wealth, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
High Note Wealth, LLC
- $392 Million
- Q1 2025
A detailed history of High Note Wealth, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, High Note Wealth, LLC holds 62,347 shares of FRDM stock, worth $2.56 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
62,347
Previous 23,575
164.46%
Holding current value
$2.56 Million
Previous $770,000
183.77%
% of portfolio
0.56%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding FRDM
# of Institutions
145Shares Held
16.8MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.36MShares$96.9 Million5.49% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$52.8 Million0.04% of portfolio
-
Willis Johnson & Associates, Inc.941KShares$38.7 Million2.5% of portfolio
-
Tanglewood Wealth Management, Inc.746KShares$30.6 Million3.08% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN592KShares$24.3 Million0.07% of portfolio