Smallwood Wealth Investment Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 113,884 shares of FRDM stock, worth $4.12 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
113,884
Previous 109,876 3.65%
Holding current value
$4.12 Million
Previous $3.59 Million 11.17%
% of portfolio
2.62%
Previous 2.54%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$32.66 - $36.43 $130,901 - $146,011
4,008 Added 3.65%
113,884 $3.99 Million
Q4 2024

Jan 17, 2025
BUY
$32.68 - $36.28 $208,792 - $231,792
6,389 Added 6.17%
109,876 $3.59 Million
Q3 2024

Oct 16, 2024
BUY
$31.97 - $37.3 $162,407 - $189,484
5,080 Added 5.16%
103,487 $3.7 Million
Q2 2024

Jul 26, 2024
BUY
$32.03 - $35.89 $146,409 - $164,053
4,571 Added 4.87%
98,407 $3.48 Million
Q1 2024

Apr 24, 2024
BUY
$30.02 - $33.85 $66,794 - $75,316
2,225 Added 2.43%
93,836 $3.17 Million
Q4 2023

Jan 23, 2024
BUY
$27.57 - $33.04 $151,800 - $181,918
5,506 Added 6.39%
91,611 $3.01 Million
Q3 2023

Oct 31, 2023
BUY
$27.95 - $33.06 $60,595 - $71,674
2,168 Added 2.58%
86,105 $2.44 Million
Q2 2023

Jul 17, 2023
SELL
$28.78 - $32.53 $51,947 - $58,716
-1,805 Reduced 2.11%
83,937 $2.63 Million
Q1 2023

Apr 25, 2023
BUY
$27.27 - $31.05 $27,815 - $31,671
1,020 Added 1.2%
85,742 $2.52 Million
Q4 2022

Feb 14, 2023
BUY
$24.6 - $29.46 $797,728 - $955,328
32,428 Added 62.01%
84,722 $2.34 Million
Q3 2022

Nov 14, 2022
BUY
$24.99 - $30.32 $1.31 Million - $1.59 Million
52,294 New
52,294 $1.31 Million

Others Institutions Holding FRDM

# of Institutions
145
Shares Held
16.8M
Call Options Held
0
Put Options Held
0
View Full List

About EA SER TR FREEDOM 100 EMERGING

FRDM Quotes by TradingView
  • Ticker FRDM
  • Sector ETFs
  • Industry ETFs
More about FRDM
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