Wcg Wealth Advisors LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 227,774 shares of FRDM stock, worth $7.66 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
227,774
Previous 223,825
1.76%
Holding current value
$7.66 Million
Previous $7.91 Million
3.1%
% of portfolio
0.55%
Previous 0.59%
Shares
11 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$62.2 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50.6 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$46.5 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.6 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.4 Million2.38% of portfolio