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 $13.2 Million. This represents 7.56% of its overall portfolio holdings.
Number of Shares
366,032
Previous 417,673
12.36%
Holding current value
$13.2 Million
Previous $13.8 Million
7.26%
% of portfolio
7.56%
Previous 6.72%
Shares
3 transactions
Others Institutions Holding FRDM
# of Institutions
142Shares Held
18.7MCall Options Held
0Put Options Held
84.2K-
Retirement Planning Group2.36MShares$84.8 Million5.49% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$48.5 Million0.04% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.23MShares$44.3 Million0.08% of portfolio
-
Ellevest, Inc.955KShares$34.3 Million1.82% of portfolio
-
Willis Johnson & Associates, Inc.905KShares$32.6 Million2.28% of portfolio