New England Private Wealth Advisors LLC Ea Ser Tr Freedom 100 Emerging Transaction History
New England Private Wealth Advisors LLC
- $606 Million
- Q3 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 114,224 shares of FRDM stock, worth $3.84 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
114,224
Previous 114,173
0.04%
Holding current value
$3.84 Million
Previous $4.03 Million
1.34%
% of portfolio
0.67%
Previous 0.71%
Shares
12 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$62.2 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50.6 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$46.5 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.6 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.4 Million2.38% of portfolio