Mission Wealth Management, LP Ea Ser Tr Freedom 100 Emerging Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding FRDM
# of Institutions
135Shares Held
17.1MCall Options Held
0Put Options Held
84.2K-
Retirement Planning Group1.85MShares$66.3 Million4.19% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$48.3 Million0.04% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.23MShares$44.1 Million0.08% of portfolio
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Ellevest, Inc.955KShares$34.2 Million1.82% of portfolio
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Willis Johnson & Associates, Inc.905KShares$32.4 Million2.28% of portfolio