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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
534+ 628.24% |
$17.4K - $19.5K
|
619
$22.4K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.9KNew |
$291K - $324K
|
8.9K
$322K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
733+ 2.44% |
$23.9K - $26.7K
|
30.7K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.56K- 0.3% |
$51K - $56.9K
|
516K
$18.6M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
36.9K+ 8.04% |
$1.21M - $1.34M
|
496K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-4.49K- 8.81% |
$147K - $163K
|
46.5K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
38.8K+ 164.46% |
$1.27M - $1.41M
|
62.3K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
29.7K+ 216.78% |
$970K - $1.08M
|
43.4K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.95K- 33.59% |
$194K - $217K
|
11.8K
$425K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.5K+ 107.86% |
$964K - $1.08M
|
56.9K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.29K+ 63.1% |
$303K - $338K
|
24K
$868K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-38.6K- 80.06% |
$1.26M - $1.41M
|
9.62K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
17.1K+ 9.73% |
$558K - $623K
|
193K
$6.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23.6K- 12.77% |
$771K - $860K
|
161K
$5.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.4KNew |
$798K - $890K
|
24.4K
$883K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.7K+ 65.06% |
$251K - $281K
|
19.5K
$706K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-176- 1.09% |
$5.75K - $6.41K
|
16K
$579K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.25K- 0.96% |
$106K - $118K
|
336K
$12.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-51.6K- 12.36% |
$1.69M - $1.88M
|
366K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.01K+ 3.65% |
$131K - $146K
|
114K
$4.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-461- 0.76% |
$15.1K - $16.8K
|
60.6K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-3.4K- 10.3% |
$111K - $124K
|
29.6K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.7K+ 2.01% |
$88.1K - $98.3K
|
137K
$4.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
3.86K+ 12.24% |
$126K - $141K
|
35.4K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.22K+ 36.16% |
$105K - $117K
|
12.1K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.9K- 45.37% |
$487K - $543K
|
18K
$649K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
31.6K+ 14.53% |
$1.03M - $1.15M
|
249K
$9M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
14.4K+ 7.74% |
$470K - $525K
|
200K
$7.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.8KNew |
$517K - $577K
|
15.8K
$573K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
28+ 0.04% |
$914 - $1.02K
|
78.3K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
55.1K+ 50.46% |
$1.8M - $2.01M
|
164K
$5.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.67K- 1.72% |
$152K - $170K
|
267K
$9.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-266- 2.49% |
$8.69K - $9.69K
|
10.4K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.7KNew |
$252K - $281K
|
7.7K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
37+ 0.43% |
$1.21K - $1.35K
|
8.66K
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.04K+ 17.14% |
$33.8K - $37.7K
|
7.08K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.27KNew |
$41.5K - $46.3K
|
1.27K
$46K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$6.53K - $7.29K
|
200
$7.23K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
168K+ 29.05% |
$5.48M - $6.11M
|
746K
$27M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60New |
$1.96K - $2.19K
|
60
$2.17K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.9K+ 135.43% |
$454K - $507K
|
24.2K
$874K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-160- 0.5% |
$5.23K - $5.83K
|
32.1K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
54.4KNew |
$1.78M - $1.98M
|
54.4K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
244K+ 11.52% |
$7.95M - $8.87M
|
2.36M
$85.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.83KNew |
$190K - $212K
|
5.83K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
910+ 0.68% |
$29.7K - $33.2K
|
135K
$4.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-326- 2.53% |
$10.6K - $11.9K
|
12.6K
$455K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-217- 4.79% |
$7.09K - $7.91K
|
4.31K
$156K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-672- 11.22% |
$21.9K - $24.5K
|
5.32K
$192K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
37New |
$1.21K - $1.34K
|
37
$1.34K
|
|