New England Private Wealth Advisors LLC Ea Ser Tr Freedom 100 Emerging Transaction History
New England Private Wealth Advisors LLC
- $570 Million
- Q2 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 114,173 shares of FRDM stock, worth $3.98 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
114,173
Previous 112,843
1.18%
Holding current value
$3.98 Million
Previous $3.81 Million
5.94%
% of portfolio
0.71%
Previous 0.67%
Shares
11 transactions
Others Institutions Holding FRDM
# of Institutions
124Shares Held
15.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$64.5 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.6MShares$55.8 Million0.11% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$46.3 Million0.05% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$30.7 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$30.5 Million2.38% of portfolio