O'Shaughnessy Asset Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
O'Shaughnessy Asset Management, LLC
- $14.2 Billion
- Q2 2025
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 935 shares of FRDM stock, worth $42,645. This represents 0.0% of its overall portfolio holdings.
Number of Shares
935
Previous 900
3.89%
Holding current value
$42,645
Previous $31,000
19.35%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FRDM
# of Institutions
165Shares Held
21.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$109 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.44MShares$65.6 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.26MShares$57.7 Million0.01% of portfolio
-
Ellevest, Inc.1.14MShares$52 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$50.5 Million4.61% of portfolio