True Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, True Wealth Advisors, LLC holds 133,918 shares of FRDM stock, worth $4.53 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
133,918
Previous 142,021
5.71%
Holding current value
$4.53 Million
Previous $5.08 Million
13.88%
% of portfolio
1.67%
Previous 1.87%
Shares
8 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$62.6 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50.9 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$46.8 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.8 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.6 Million2.38% of portfolio