Investment Planning Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 2025

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 504,048 shares of FRDM stock, worth $23.1 Million. This represents 8.18% of its overall portfolio holdings.

Number of Shares
504,048
Previous 416,007 21.16%
Holding current value
$23.1 Million
Previous $16.8 Million 32.89%
% of portfolio
8.18%
Previous 8.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$40.04 - $45.11 $3.53 Million - $3.97 Million
88,041 Added 21.16%
504,048 $22.3 Million
Q2 2025

Jul 21, 2025
BUY
$30.96 - $40.6 $6.67 Million - $8.75 Million
215,534 Added 107.51%
416,007 $16.8 Million
Q1 2025

Apr 22, 2025
BUY
$32.66 - $36.43 $470,401 - $524,701
14,403 Added 7.74%
200,473 $7.03 Million
Q4 2024

Jan 22, 2025
BUY
$32.68 - $36.28 $188,857 - $209,662
5,779 Added 3.21%
186,070 $6.08 Million
Q2 2024

Jul 22, 2024
BUY
$32.03 - $35.89 $5.77 Million - $6.47 Million
180,291 New
180,291 $6.37 Billion

Others Institutions Holding FRDM

# of Institutions
174
Shares Held
22.2M
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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