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 61,590 shares of FRDM stock, worth $2.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
61,590
Previous 60,122 2.44%
Holding current value
$2.21 Million
Previous $2.15 Million 6.46%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About EA SER TR FREEDOM 100 EMERGING


  • Ticker FRDM
  • Sector ETFs
  • Industry ETFs
More about FRDM
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.