Marotta Asset Management Ea Ser Tr Freedom 100 Emerging Transaction History
Marotta Asset Management
- $508 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$62.9 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$51.1 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$47 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.9 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.7 Million2.38% of portfolio