Yardley Wealth Management LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
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 344,028 shares of FRDM stock, worth $11.5 Million. This represents 7.3% of its overall portfolio holdings.
Number of Shares
344,028Holding current value
$11.5 Million% of portfolio
7.3%Shares
1 transactions
Others Institutions Holding FRDM
# of Institutions
125Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$61.6 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50.1 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$46.1 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.3 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.1 Million2.38% of portfolio