Wcg Wealth Advisors LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q4 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 232,933 shares of FRDM stock, worth $8.41 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
232,933
Previous 227,774 2.26%
Holding current value
$8.41 Million
Previous $8.15 Million 6.6%
% of portfolio
0.54%
Previous 0.55%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
BUY
$32.68 - $36.28 $168,596 - $187,168
5,159 Added 2.26%
232,933 $7.61 Million
Q3 2024

Nov 13, 2024
BUY
$31.97 - $37.3 $126,249 - $147,297
3,949 Added 1.76%
227,774 $8.15 Million
Q2 2024

Aug 12, 2024
BUY
$32.03 - $35.89 $892,003 - $999,500
27,849 Added 14.21%
223,825 $7.91 Million
Q1 2024

May 13, 2024
BUY
$30.02 - $33.85 $231,994 - $261,592
7,728 Added 4.11%
195,976 $6.61 Million
Q4 2023

Feb 08, 2024
SELL
$27.57 - $33.04 $271,095 - $324,882
-9,833 Reduced 4.96%
188,248 $6.19 Million
Q3 2023

Nov 09, 2023
SELL
$27.95 - $33.06 $66,996 - $79,244
-2,397 Reduced 1.2%
198,081 $6.08 Million
Q2 2023

Aug 14, 2023
BUY
$28.78 - $32.53 $35,687 - $40,337
1,240 Added 0.62%
200,478 $6.27 Million
Q1 2023

May 15, 2023
BUY
$27.27 - $31.05 $98,199 - $111,811
3,601 Added 1.84%
199,238 $5.86 Million
Q4 2022

Feb 14, 2023
SELL
$24.6 - $29.46 $16,728 - $20,032
-680 Reduced 0.35%
195,637 $5.4 Million
Q3 2022

Nov 14, 2022
BUY
$24.99 - $30.32 $363,379 - $440,883
14,541 Added 8.0%
196,317 $4.91 Million
Q2 2022

Aug 23, 2022
SELL
$27.56 - $34.6 $356,268 - $447,274
-12,927 Reduced 6.64%
181,776 $5.01 Million
Q2 2022

Aug 15, 2022
BUY
$27.56 - $34.6 $5.37 Million - $6.74 Million
194,703 New
194,703 $5.54 Million

Others Institutions Holding FRDM

# of Institutions
139
Shares Held
18.2M
Call Options Held
0
Put Options Held
84.2K
View Full List

About EA SER TR FREEDOM 100 EMERGING

FRDM Quotes by TradingView
  • Ticker FRDM
  • Sector ETFs
  • Industry ETFs
More about FRDM
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email