Switch Point Financial Planning, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 5,833 shares of FRDM stock, worth $277,592. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,833
Previous 5,644
3.35%
Holding current value
$277,592
Previous $228 Million
13.36%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding FRDM
# of Institutions
192Shares Held
23.7MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
-
Northwestern Mutual Wealth Management CO1.46MShares$69.5 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$65.3 Million0.01% of portfolio
-
Ellevest, Inc.1.17MShares$55.8 Million7.67% of portfolio
-
Tanglewood Wealth Management, Inc.1.12MShares$53.1 Million4.8% of portfolio