Trademark Financial Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Trademark Financial Management, LLC holds 12,508 shares of FRDM stock, worth $416,516. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,508
Previous 17,597
28.92%
Holding current value
$416,516
Previous $622 Million
28.0%
% of portfolio
0.35%
Previous 0.51%
Shares
4 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