Yardley Wealth Management LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Yardley Wealth Management LLC
- $164 Million
- Q3 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 327,658 shares of FRDM stock, worth $15 Million. This represents 8.87% of its overall portfolio holdings.
Number of Shares
327,658
              Previous 360,025
              
        
           8.99%
        
      
          
        Holding current value
$15 Million
            Previous $14.5 Million
            
        
           0.19%
        
      
          
        % of portfolio
8.87%
            Previous 7.95%
          
        Shares
	  5 transactions
	
  Others Institutions Holding FRDM
# of Institutions
174Shares Held
22.2MCall Options Held
0Put Options Held
0- 
    
      Retirement Planning Group2.4MShares$110 Million5.22% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO1.44MShares$65.9 Million0.04% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA1.26MShares$57.9 Million0.01% of portfolio
- 
    
      Ellevest, Inc.1.14MShares$52.3 Million7.58% of portfolio
- 
    
      Tanglewood Wealth Management, Inc.1.12MShares$51.1 Million4.8% of portfolio