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

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 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 272,984 shares of FRDM stock, worth $13 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

272,984

Previous 250,227 9.09%

Holding current value

$13 Million

Previous $10.1 Million 19.65%

% of portfolio

0.12%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$40.04 - $45.11 $911,190 - $1.03 Million	22,757 Added 9.09%	272,984 $12.1 Million
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

192

Shares Held

23.7M

Call Options Held

Put Options Held

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

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