William Howard & CO Financial Advisors Inc Ea Ser Tr Freedom 100 Emerging Transaction History
William Howard & CO Financial Advisors Inc
- $114 Million
- Q2 2025
A detailed history of William Howard & CO Financial Advisors Inc transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 16,137 shares of FRDM stock, worth $674,203. This represents 0.57% of its overall portfolio holdings.
Number of Shares
16,137
Previous 16,025
0.7%
Holding current value
$674,203
Previous $561,000
16.04%
% of portfolio
0.57%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding FRDM
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$99.7 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.28MShares$53.7 Million0.04% of portfolio
-
Ellevest, Inc.1.14MShares$47.7 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$46.3 Million4.61% of portfolio
-
Willis Johnson & Associates, Inc.941KShares$39.3 Million2.5% of portfolio