Investment Planning Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Call Options Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FRDM
# of Institutions
174Shares Held
22.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$110 Million5.22% of portfolio
-
Northwestern Mutual Wealth Management CO1.44MShares$65.9 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.26MShares$57.9 Million0.01% of portfolio
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Ellevest, Inc.1.14MShares$52.3 Million7.58% of portfolio
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Tanglewood Wealth Management, Inc.1.12MShares$51.1 Million4.8% of portfolio