Warren Street Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Warren Street Wealth Advisors, LLC
- $292 Million
- Q2 2025
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 5,828 shares of FRDM stock, worth $247,981. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,828
Previous 5,828
-0.0%
Holding current value
$247,981
Previous $204,000
15.2%
% of portfolio
0.08%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding FRDM
# of Institutions
163Shares Held
21MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$102 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.44MShares$61.2 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.26MShares$53.8 Million0.01% of portfolio
-
Ellevest, Inc.1.14MShares$48.5 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$47.1 Million4.61% of portfolio