High Note Wealth, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
High Note Wealth, LLC
- $483 Million
- Q3 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 211,618 shares of FRDM stock, worth $10.1 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
211,618
Previous 178,666
18.44%
Holding current value
$10.1 Million
Previous $7.22 Million
29.9%
% of portfolio
1.94%
Previous 1.7%
Shares
5 transactions
Others Institutions Holding FRDM
# of Institutions
192Shares Held
23.7MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
-
Northwestern Mutual Wealth Management CO1.46MShares$69.5 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$65.3 Million0.01% of portfolio
-
Ellevest, Inc.1.17MShares$55.8 Million7.67% of portfolio
-
Tanglewood Wealth Management, Inc.1.12MShares$53.1 Million4.8% of portfolio