Yardley Wealth Management LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Yardley Wealth Management LLC
- $206 Million
- Q4 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 417,673 shares of FRDM stock, worth $15 Million. This represents 6.72% of its overall portfolio holdings.
Number of Shares
417,673
Previous 344,028
21.41%
Holding current value
$15 Million
Previous $12.3 Million
12.4%
% of portfolio
6.72%
Previous 7.3%
Shares
2 transactions
Others Institutions Holding FRDM
# of Institutions
138Shares Held
18.1MCall Options Held
0Put Options Held
84.2K-
Retirement Planning Group2.11MShares$75.8 Million4.17% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$48.3 Million0.04% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.23MShares$44.2 Million0.08% of portfolio
-
Ellevest, Inc.955KShares$34.2 Million1.82% of portfolio
-
Willis Johnson & Associates, Inc.905KShares$32.4 Million2.28% of portfolio