Warren Street Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Warren Street Wealth Advisors, LLC
- $234 Million
- Q3 2024
A detailed history of Warren Street Wealth Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 13,469 shares of FRDM stock, worth $456,060. This represents 0.21% of its overall portfolio holdings.
Number of Shares
13,469
Previous 13,469
-0.0%
Holding current value
$456,060
Previous $475,000
1.26%
% of portfolio
0.21%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$62.7 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