Integrated Wealth Concepts LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 250,227 shares of FRDM stock, worth $10.6 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
250,227
Previous 44,543 461.77%
Holding current value
$10.6 Million
Previous $1.56 Million 547.6%
% of portfolio
0.11%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$30.96 - $40.6 $6.37 Million - $8.35 Million
205,684 Added 461.77%
250,227 $10.1 Million
Q1 2025

May 15, 2025
SELL
$32.66 - $36.43 $556,755 - $621,022
-17,047 Reduced 27.68%
44,543 $1.56 Million
Q4 2024

Feb 14, 2025
BUY
$32.68 - $36.28 $47,974 - $53,259
1,468 Added 2.44%
61,590 $2.01 Million
Q3 2024

Nov 14, 2024
SELL
$31.97 - $37.3 $255,120 - $297,654
-7,980 Reduced 11.72%
60,122 $2.15 Million
Q2 2024

Aug 14, 2024
BUY
$32.03 - $35.89 $2.18 Million - $2.44 Million
68,102 New
68,102 $2.41 Million

Others Institutions Holding FRDM

# of Institutions
163
Shares Held
21M
Call Options Held
0
Put Options Held
0
View Full List

About EA SER TR FREEDOM 100 EMERGING

FRDM Quotes by TradingView
  • Ticker FRDM
  • Sector ETFs
  • Industry ETFs
More about FRDM
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