Latest Institutional Transactions on Ea Ser Tr Freedom 100 Emerging (FRDM)
This table provides information on the latest institutional transactions involving Ea Ser Tr Freedom 100 Emerging (FRDM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
49New |
$1.57K - $1.83K
|
49
$1.71K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.09K- 28.92% |
$163K - $190K
|
12.5K
$436K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
875KNew |
$28M - $32.6M
|
875K
$30.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.23K+ 8.37% |
$231K - $270K
|
93.5K
$3.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
13.2K+ 40.28% |
$421K - $491K
|
45.8K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 2.34% |
$104K - $121K
|
142K
$4.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
183+ 0.07% |
$5.85K - $6.83K
|
279K
$9.72M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2.36K+ 17.14% |
$75.6K - $88.2K
|
16.2K
$563K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.89KNew |
$60.5K - $70.6K
|
1.89K
$66K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.6K- 13.29% |
$977K - $1.14M
|
199K
$6.94M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
726+ 1.32% |
$23.2K - $27.1K
|
55.6K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.07K+ 31.68% |
$226K - $264K
|
29.4K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
881KNew |
$28.2M - $32.9M
|
881K
$30.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.34K+ 3.55% |
$139K - $162K
|
126K
$4.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.08K+ 9.23% |
$130K - $152K
|
48.2K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-270- 5.13% |
$8.63K - $10.1K
|
5K
$174K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.48K+ 162.56% |
$303K - $353K
|
15.3K
$533K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
8.68K+ 4.94% |
$278K - $324K
|
184K
$6.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.94K+ 0.79% |
$62.1K - $72.4K
|
246K
$8.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.2K+ 75.63% |
$837K - $977K
|
60.8K
$2.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
4.38K+ 4.78% |
$140K - $163K
|
96K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85.3K- 81.31% |
$2.73M - $3.18M
|
19.6K
$683K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
298+ 1.32% |
$9.53K - $11.1K
|
22.9K
$799K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.14K+ 0.6% |
$68.4K - $79.7K
|
357K
$12.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-43.2K- 68.24% |
$1.38M - $1.61M
|
20.1K
$700K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-517- 1.68% |
$16.5K - $19.3K
|
30.2K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.04K+ 7.1% |
$193K - $225K
|
91.1K
$3.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.48K- 28.56% |
$79.2K - $92.4K
|
6.19K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-157- 72.35% |
$5.02K - $5.86K
|
60
$2.09K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
12.2K+ 6.75% |
$389K - $454K
|
192K
$6.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5.08K+ 5.16% |
$162K - $189K
|
103K
$3.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16K+ 3.3% |
$512K - $597K
|
501K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-239- 0.5% |
$7.64K - $8.91K
|
47.9K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
374+ 3.89% |
$12K - $14K
|
9.99K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 0.34% |
$575 - $671
|
5.35K
$186K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-344- 1.05% |
$11K - $12.8K
|
32.4K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$32K - $37.3K
|
1K
$34.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.56KNew |
$242K - $282K
|
7.56K
$263K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
62.3K+ 3.49% |
$1.99M - $2.33M
|
1.85M
$64.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.75K+ 2.12% |
$120K - $140K
|
181K
$6.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.48K- 17.28% |
$79.1K - $92.3K
|
11.8K
$413K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-86.2K- 85.15% |
$2.76M - $3.22M
|
15K
$524K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.69K- 14.23% |
$278K - $324K
|
52.3K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.25KNew |
$200K - $233K
|
6.25K
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-692- 3.0% |
$22.1K - $25.8K
|
22.4K
$779K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-33.8K- 76.07% |
$1.08M - $1.26M
|
10.6K
$371K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-502- 4.44% |
$16K - $18.7K
|
10.8K
$376K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
127+ 1.41% |
$4.06K - $4.74K
|
9.13K
$318K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.2K- 12.45% |
$1.03M - $1.16M
|
226K
$7.89M
|
|