Smallwood Wealth Investment Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Smallwood Wealth Investment Management, LLC
- $126 Million
- Q2 2024
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 98,407 shares of FRDM stock, worth $3.32 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
98,407
Previous 93,836
4.87%
Holding current value
$3.32 Million
Previous $3.17 Million
9.79%
% of portfolio
2.75%
Previous 2.47%
Shares
8 transactions
Others Institutions Holding FRDM
# of Institutions
119Shares Held
13.6MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.79MShares$60.4 Million4.52% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.6MShares$54.1 Million0.11% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$44.8 Million0.05% of portfolio
-
Intelligence Driven Advisers, LLC528KShares$17.8 Million2.64% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA485KShares$16.4 Million1.87% of portfolio