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 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.09K+ 20.84% |
$34.7K - $40.5K
|
6.3K
$210K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-586- 4.06% |
$18.7K - $21.9K
|
13.8K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.98K- 11.72% |
$255K - $298K
|
60.1K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
575New |
$18.4K - $21.4K
|
575
$19.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
185+ 2.75% |
$5.91K - $6.9K
|
6.91K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-484- 2.93% |
$15.5K - $18.1K
|
16K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-138- 0.04% |
$4.41K - $5.15K
|
347K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.7KNew |
$1.24M - $1.44M
|
38.7K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-103K- 78.36% |
$3.28M - $3.82M
|
28.3K
$943K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.6K- 13.52% |
$979K - $1.14M
|
196K
$6.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-153K- 87.81% |
$4.89M - $5.7M
|
21.2K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-300- 2.31% |
$9.59K - $11.2K
|
12.7K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.5KNew |
$560K - $653K
|
17.5K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 15.57% |
$59.1K - $69K
|
13.7K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
868+ 3.36% |
$27.7K - $32.4K
|
26.7K
$888K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.19K+ 3.9% |
$102K - $119K
|
85.1K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.14K- 1.19% |
$132K - $154K
|
343K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.4K+ 14.31% |
$1.26M - $1.47M
|
315K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.69K- 55.67% |
$182K - $212K
|
4.53K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 15.87% |
$41.4K - $48.3K
|
9.46K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.01K- 22.89% |
$64.2K - $74.9K
|
6.77K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.95K+ 1.76% |
$126K - $147K
|
228K
$7.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$95.9 - $112
|
5.99K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
7.22K+ 58.76% |
$231K - $269K
|
19.5K
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.9K+ 4.14% |
$1.76M - $2.05M
|
1.38M
$46.1M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
4.76KNew |
$152K - $178K
|
4.76K
$159K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
10.6K+ 65.87% |
$338K - $394K
|
26.6K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.31K+ 1.34% |
$73.8K - $86.1K
|
175K
$5.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-6- 0.01% |
$192 - $224
|
80.4K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
9.45K+ 4.47% |
$302K - $353K
|
221K
$7.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.57KNew |
$50.2K - $58.6K
|
1.57K
$52.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1K+ 50.0% |
$32K - $37.3K
|
3K
$99.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
354New |
$11.3K - $13.2K
|
354
$11.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
18.1KNew |
$580K - $677K
|
18.1K
$604K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
84New |
$2.69K - $3.13K
|
84
$2.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.23K+ 2.12% |
$135K - $158K
|
204K
$6.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 10.49% |
$561K - $654K
|
185K
$6.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.67K- 90.54% |
$117K - $137K
|
383
$12.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-33- 17.93% |
$1.06K - $1.23K
|
151
$5.03K
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
344KNew |
$11M - $12.8M
|
344K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
7.74K+ 2.01% |
$247K - $289K
|
393K
$13.1M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
51+ 0.04% |
$1.63K - $1.9K
|
114K
$3.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-26.2K- 46.94% |
$837K - $977K
|
29.6K
$986K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-97.3K- 6.07% |
$3.11M - $3.63M
|
1.5M
$50.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3K+ 5.2% |
$95.9K - $112K
|
60.6K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.42K+ 1.38% |
$77.4K - $90.3K
|
178K
$5.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.03K+ 36.13% |
$225K - $262K
|
26.5K
$883K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-48.7K- 9.22% |
$1.56M - $1.82M
|
479K
$16M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
575+ 16.34% |
$18.4K - $21.4K
|
4.1K
$136K
|