Silicon Hills Wealth Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Silicon Hills Wealth Management, LLC

$176 Million
Q2 2023

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$24.6 - $29.46 $52,890 - $63,339	-2,150 Reduced 8.86%	22,121 $610,000
Q3 2022 Nov 14, 2022	SELL	$24.99 - $30.32 $86,690 - $105,180	-3,469 Reduced 12.51%	24,271 $607,000
Q2 2022 Aug 12, 2022	BUY	$27.56 - $34.6 $339,842 - $426,652	12,331 Added 80.02%	27,740 $765,000
Q1 2022 May 13, 2022	SELL	$31.16 - $34.77 $18,945 - $21,140	-608 Reduced 3.8%	15,409 $527,000
Q4 2021 Feb 11, 2022	SELL	$32.02 - $34.06 $542,386 - $576,942	-16,939 Reduced 51.4%	16,017 $530,000
Q3 2021 Nov 15, 2021	SELL	$32.58 - $35.14 $222,065 - $239,514	-6,816 Reduced 17.14%	32,956 $1.08 Million
Q2 2021 Aug 16, 2021	BUY	$32.87 - $34.95 $176,183 - $187,332	5,360 Added 15.58%	39,772 $1.36 Million
Q1 2021 May 17, 2021	SELL	$32.45 - $34.9 $147,744 - $158,899	-4,553 Reduced 11.68%	34,412 $1.16 Million
Q4 2020 Feb 10, 2021	SELL	$24.85 - $32.02 $50,743 - $65,384	-2,042 Reduced 4.98%	38,965 $1.24 Million
Q3 2020 Nov 16, 2020	SELL	$23.77 - $26.3 $72,712 - $80,451	-3,059 Reduced 6.94%	41,007 $1.04 Million
Q2 2020 Jul 29, 2020	SELL	$18.27 - $24.84 $23,751 - $32,292	-1,300 Reduced 2.87%	44,066 $1.05 Million
Q1 2020 May 15, 2020	BUY	$16.89 - $28.37 $766,079 - $1.29 Million	45,357 Added 503966.66%	45,366 $873,000
Q4 2019 Jan 13, 2020	BUY	$24.94 - $27.92 $224 - $251	9 New	9 $154,000

Others Institutions Holding FRDM

# of Institutions

125

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Retirement Planning Group

1.85M
Shares

$62.7 Million
4.19% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.5M
Shares

$50.9 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

1.38M
Shares

$46.8 Million
0.04% of portfolio
Tanglewood Wealth Management, Inc.

881K
Shares

$29.8 Million
3.8% of portfolio
Willis Johnson & Associates, Inc.

875K
Shares

$29.6 Million
2.38% 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 Silicon Hills Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silicon Hills Wealth Management, LLC with notifications on news.