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 $708,252. This represents 0.57% of its overall portfolio holdings.
Number of Shares
16,137
Previous 16,025
0.7%
Holding current value
$708,252
Previous $561,000
16.04%
% of portfolio
0.57%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding FRDM
# of Institutions
164Shares Held
21.3MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.39MShares$105 Million5.89% of portfolio
-
Northwestern Mutual Wealth Management CO1.44MShares$63.1 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.26MShares$55.5 Million0.01% of portfolio
-
Ellevest, Inc.1.14MShares$50.1 Million7.58% of portfolio
-
Tanglewood Wealth Management, Inc.1.11MShares$48.6 Million4.61% of portfolio