William Howard & CO Financial Advisors Inc Ea Ser Tr Freedom 100 Emerging Transaction History
William Howard & CO Financial Advisors Inc
- $117 Million
- Q3 2024
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 16,156 shares of FRDM stock, worth $538,802. This represents 0.49% of its overall portfolio holdings.
Number of Shares
16,156
Previous 13,792
17.14%
Holding current value
$538,802
Previous $487,000
18.69%
% of portfolio
0.49%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$61.7 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50.2 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$46.1 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.4 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.2 Million2.38% of portfolio