Investment Planning Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 180,291 shares of FRDM stock, worth $6.06 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
180,291
Previous 180,291
-0.0%
Holding current value
$6.06 Million
Previous $6.37 Billion
99.9%
% of portfolio
3.48%
Previous 3.25%
Shares
1 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$62.2 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50.6 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$46.5 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.6 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.4 Million2.38% of portfolio