Retirement Planning Group Ea Ser Tr Freedom 100 Emerging Call Options Transaction History

Retirement Planning Group

$1.64 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FRDM

# of Institutions

155

Shares Held

19.3M

Call Options Held

0

Put Options Held

0

Northwestern Mutual Wealth Management CO

1.28M
Shares

$52.6 Million
0.04% of portfolio
Ellevest, Inc.

1.14M
Shares

$46.7 Million
7.58% of portfolio
Tanglewood Wealth Management, Inc.

1.11M
Shares

$45.4 Million
4.61% of portfolio
Willis Johnson & Associates, Inc.

941K
Shares

$38.6 Million
2.5% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

592K
Shares

$24.3 Million
0.07% of portfolio

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.