Retirement Planning Group Ea Ser Tr Freedom 100 Emerging Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Retirement Planning Group holds 1,850,375 shares of FRDM stock, worth $62.7 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
1,850,375
Previous 1,788,032
3.49%
Holding current value
$62.7 Million
Previous $63.2 Million
4.83%
% of portfolio
4.19%
Previous 4.52%
Shares
11 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50.9 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$46.8 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.8 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.6 Million2.38% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA501KShares$17 Million1.76% of portfolio