Moneta Group Investment Advisors LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 4,543 shares of FRDM stock, worth $216,201. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,543Holding current value
$216,201% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding FRDM
# of Institutions
192Shares Held
23.7MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
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Northwestern Mutual Wealth Management CO1.46MShares$69.5 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.37MShares$65.3 Million0.01% of portfolio
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Ellevest, Inc.1.17MShares$55.8 Million7.67% of portfolio
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Tanglewood Wealth Management, Inc.1.12MShares$53.1 Million4.8% of portfolio