Institutional shares held 16.8 Million
0 calls
0 puts
Total value of holdings $644M
$0 calls
$0 puts
# of Institutions 145


Latest Institutional Activity in FRDM

Top Purchases

Q1 2025
Retirement Planning Group Shares Held: 2.36M ($90.4M)
Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 746K ($28.6M)
Q1 2025
Wells Fargo & Company Shares Held: 385K ($14.7M)
Q1 2025
Stephens Consulting, LLC Shares Held: 164K ($6.29M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 54.4K ($2.09M)

Top Sells

Q1 2025
Ellevest, Inc. Shares Held: 204K ($7.82M)
Q1 2025
Thrivent Financial For Lutherans Shares Held: 592K ($22.7M)
Q1 2025
Royal Bank Of Canada Shares Held: 57.5K ($2.2M)
Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 1.28M ($49.2M)
Q1 2025
Yardley Wealth Management LLC Shares Held: 366K ($14M)

About FRDM

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