Trademark Financial Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Trademark Financial Management, LLC

$131 Billion
Q1 2025

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 19,535 shares of FRDM stock, worth $706,190. This represents 0.52% of its overall portfolio holdings.

Number of Shares

19,535

Previous 11,835 65.06%

Holding current value

$706,190

Previous $387 Million 77.04%

% of portfolio

0.52%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$32.66 - $36.43 $251,481 - $280,511	7,700 Added 65.06%	19,535 $685 Million
Q4 2024 Jan 30, 2025	SELL	$32.68 - $36.28 $21,993 - $24,416	-673 Reduced 5.38%	11,835 $387 Million
Q3 2024 Oct 31, 2024	SELL	$31.97 - $37.3 $162,695 - $189,819	-5,089 Reduced 28.92%	12,508 $448 Million
Q2 2024 Jul 30, 2024	SELL	$32.03 - $35.89 $15,470 - $17,334	-483 Reduced 2.67%	17,597 $622 Million
Q1 2024 May 07, 2024	SELL	$30.02 - $33.85 $14,799 - $16,688	-493 Reduced 2.65%	18,080 $610 Million
Q4 2023 Feb 13, 2024	BUY	$27.57 - $33.04 $512,057 - $613,651	18,573 New	18,573 $611 Million

Others Institutions Holding FRDM

# of Institutions

145

Shares Held

16.8M

Call Options Held

Put Options Held

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About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
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Trademark Financial Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History