Prism Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
Prism Advisors, Inc.
- $341 Million
- Q2 2025
A detailed history of Prism Advisors, Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Prism Advisors, Inc. holds 28,337 shares of FRDM stock, worth $1.18 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
28,337
Previous 46,457
39.0%
Holding current value
$1.18 Million
Previous $1.63 Million
29.73%
% of portfolio
0.34%
Previous 0.5%
Shares
8 transactions
Others Institutions Holding FRDM
# of Institutions
158Shares Held
19.3MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$99.7 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$53.7 Million0.04% of portfolio
-
Ellevest, Inc.1.14MShares$47.7 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$46.3 Million4.61% of portfolio
-
Willis Johnson & Associates, Inc.941KShares$39.3 Million2.5% of portfolio