Retirement Planning Group Ea Ser Tr Freedom 100 Emerging Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

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 2,358,510 shares of FRDM stock, worth $90.4 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares

2,358,510

Previous 2,114,963 11.52%

Holding current value

$90.4 Million

Previous $69.1 Million 19.98%

% of portfolio

5.49%

Previous 4.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$32.66 - $36.43 $7.95 Million - $8.87 Million	243,547 Added 11.52%	2,358,510 $82.9 Million
Q4 2024 Feb 18, 2025	BUY	$32.68 - $36.28 $8.65 Million - $9.6 Million	264,588 Added 14.3%	2,114,963 $69.1 Million
Q3 2024 Oct 10, 2024	BUY	$31.97 - $37.3 $1.99 Million - $2.33 Million	62,343 Added 3.49%	1,850,375 $66.2 Million
Q2 2024 Jul 12, 2024	SELL	$32.03 - $35.89 $38,371 - $42,996	-1,198 Reduced 0.07%	1,788,032 $63.2 Million
Q1 2024 Apr 12, 2024	BUY	$30.02 - $33.85 $937,014 - $1.06 Million	31,213 Added 1.78%	1,789,230 $60.4 Million
Q4 2023 Jan 12, 2024	BUY	$27.57 - $33.04 $1.22 Million - $1.47 Million	44,420 Added 2.59%	1,758,017 $57.8 Million
Q3 2023 Oct 24, 2023	BUY	$27.95 - $33.06 $53,580 - $63,376	1,917 Added 0.11%	1,713,597 $48.5 Million
Q2 2023 Jul 24, 2023	BUY	$28.78 - $32.53 $1.33 Million - $1.5 Million	46,126 Added 2.77%	1,711,680 $53.7 Million
Q1 2023 Apr 19, 2023	BUY	$27.27 - $31.05 $1.25 Million - $1.42 Million	45,746 Added 2.82%	1,665,554 $49 Million
Q4 2022 Jan 18, 2023	BUY	$24.6 - $29.46 $2.59 Million - $3.1 Million	105,227 Added 6.95%	1,619,808 $0
Q3 2022 Oct 13, 2022	BUY	$24.99 - $30.32 $367,727 - $446,158	14,715 Added 0.98%	1,514,581 $37.8 Million
Q2 2022 Jul 13, 2022	BUY	$27.56 - $34.6 $6.24 Million - $7.84 Million	226,471 Added 17.78%	1,499,866 $41.3 Million
Q1 2022 Apr 19, 2022	BUY	$31.16 - $34.77 $39.7 Million - $44.3 Million	1,273,395 New	1,273,395 $43.5 Million

Others Institutions Holding FRDM

# of Institutions

145

Shares Held

16.8M

Call Options Held

Put Options Held

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

More about FRDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Account

Retirement Planning Group Ea Ser Tr Freedom 100 Emerging Transaction History