Yardley Wealth Management LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Yardley Wealth Management LLC

  • $170 Million
  • Q1 2025

A detailed history of Yardley Wealth Management LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Yardley Wealth Management LLC holds 366,032 shares of FRDM stock, worth $14 Million. This represents 7.56% of its overall portfolio holdings.

Number of Shares
366,032
Previous 417,673 12.36%
Holding current value
$14 Million
Previous $13.8 Million 7.26%
% of portfolio
7.56%
Previous 6.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$32.66 - $36.43 $1.69 Million - $1.88 Million
-51,641 Reduced 12.36%
366,032 $12.8 Million
Q4 2024

Feb 10, 2025
BUY
$32.68 - $36.28 $2.41 Million - $2.67 Million
73,645 Added 21.41%
417,673 $13.8 Million
Q3 2024

Nov 08, 2024
BUY
$31.97 - $37.3 $11 Million - $12.8 Million
344,028 New
344,028 $12.3 Million

Others Institutions Holding FRDM

# of Institutions
145
Shares Held
16.8M
Call Options Held
0
Put Options Held
0
View Full List

About EA SER TR FREEDOM 100 EMERGING

FRDM Quotes by TradingView
  • Ticker FRDM
  • Sector ETFs
  • Industry ETFs
More about FRDM
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