Invst, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Invst, LLC

$772 Million
Q2 2025

A detailed history of Invst, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Invst, LLC holds 371,681 shares of FRDM stock, worth $17.7 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

371,681

Holding current value

$17.7 Million

% of portfolio

1.95%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Oct 16, 2025	BUY	$30.96 - $40.6 $11.5 Million - $15.1 Million	371,681 New	371,681 $15 Million

Others Institutions Holding FRDM

# of Institutions

192

Shares Held

23.7M

Call Options Held

Put Options Held

Retirement Planning Group

2.4M
Shares

$114 Million
5.22% of portfolio
Northwestern Mutual Wealth Management CO

1.46M
Shares

$69.5 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$65.3 Million
0.01% of portfolio
Ellevest, Inc.

1.17M
Shares

$55.8 Million
7.67% of portfolio
Tanglewood Wealth Management, Inc.

1.12M
Shares

$53.1 Million
4.8% of portfolio

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

More about FRDM

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