Simplicity Wealth,Llc Ea Ser Tr Freedom 100 Emerging Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,846 shares of FRDM stock, worth $394,471. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,846
Previous 14,321
17.28%
Holding current value
$394,471
Previous $505,000
16.24%
% of portfolio
0.04%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$61.6 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50.1 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$46.1 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.3 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.1 Million2.38% of portfolio