Iht Wealth Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,729 shares of FRDM stock, worth $339,225. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,729

Previous 7,971 3.04%

Holding current value

$339,225

Previous $279,000 11.83%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$30.96 - $40.6 $7,492 - $9,825	-242 Reduced 3.04%	7,729 $312,000
Q1 2025 May 15, 2025	BUY	$32.66 - $36.43 $10,581 - $11,803	324 Added 4.24%	7,971 $279,000
Q4 2024 Feb 14, 2025	BUY	$32.68 - $36.28 $24,215 - $26,883	741 Added 10.73%	7,647 $249,000
Q3 2024 Nov 14, 2024	BUY	$31.97 - $37.3 $5,914 - $6,900	185 Added 2.75%	6,906 $247,000
Q2 2024 Aug 14, 2024	SELL	$32.03 - $35.89 $13,324 - $14,930	-416 Reduced 5.83%	6,721 $237,000
Q1 2024 May 15, 2024	BUY	$30.02 - $33.85 $7,805 - $8,801	260 Added 3.78%	7,137 $240,000
Q4 2023 Feb 14, 2024	SELL	$27.57 - $33.04 $5,872 - $7,037	-213 Reduced 3.0%	6,877 $226,000
Q3 2023 Nov 14, 2023	BUY	$27.95 - $33.06 $6,484 - $7,669	232 Added 3.38%	7,090 $200,000
Q2 2023 Aug 14, 2023	BUY	$28.78 - $32.53 $197,373 - $223,090	6,858 New	6,858 $215,000

Others Institutions Holding FRDM

# of Institutions

164

Shares Held

21.3M

Call Options Held

Put Options Held

View Full List

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History