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 |
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Others Institutions Holding FRDM
# of Institutions
165Shares Held
21.2MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO1.44MShares$64.9 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.26MShares$57.1 Million0.01% of portfolio
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Ellevest, Inc.1.14MShares$51.5 Million7.58% of portfolio
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Tanglewood Wealth Management, Inc.1.11MShares$50 Million4.61% of portfolio
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Willis Johnson & Associates, Inc.983KShares$44.4 Million2.7% of portfolio