High Note Wealth, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
High Note Wealth, LLC
- $425 Million
- Q2 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 178,666 shares of FRDM stock, worth $7.84 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
178,666
Previous 62,347
186.57%
Holding current value
$7.84 Million
Previous $2.19 Million
230.34%
% of portfolio
1.7%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding FRDM
# of Institutions
164Shares Held
21.1MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$105 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.44MShares$63.1 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.26MShares$55.5 Million0.01% of portfolio
-
Ellevest, Inc.1.14MShares$50.1 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$48.6 Million4.61% of portfolio