True Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 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 138,775 shares of FRDM stock, worth $4.81 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
138,775
Previous 176,527
21.39%
Holding current value
$4.81 Million
Previous $5.95 Million
17.69%
% of portfolio
1.97%
Previous 2.48%
Shares
6 transactions
Others Institutions Holding FRDM
# of Institutions
119Shares Held
13.6MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.79MShares$61.9 Million4.52% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.6MShares$55.5 Million0.11% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$46 Million0.05% of portfolio
-
Intelligence Driven Advisers, LLC528KShares$18.3 Million2.64% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA485KShares$16.8 Million1.87% of portfolio