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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-303K- 34.44% |
$9.92M - $11M
|
578K
$20.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.78K+ 18.2% |
$287K - $318K
|
57K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.39K+ 12.72% |
$111K - $123K
|
30K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.7KNew |
$481K - $534K
|
14.7K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
259KNew |
$8.46M - $9.39M
|
259K
$9.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-32.5K- 34.74% |
$1.06M - $1.18M
|
61K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.19K- 51.58% |
$39K - $43.3K
|
1.12K
$39.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
5.78K+ 3.21% |
$189K - $210K
|
186K
$6.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 22.45% |
$446K - $495K
|
74.5K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
3.04K+ 6.34% |
$99.2K - $110K
|
50.9K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.27K+ 20.39% |
$107K - $118K
|
19.3K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-109- 1.01% |
$3.56K - $3.95K
|
10.7K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.39K+ 6.17% |
$209K - $232K
|
110K
$3.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.21K- 17.74% |
$170K - $189K
|
24.2K
$842K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.55K- 2.7% |
$247K - $274K
|
271K
$9.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-54- 0.17% |
$1.76K - $1.96K
|
32.3K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.01K+ 4.43% |
$262K - $291K
|
189K
$6.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.23K- 41.33% |
$236K - $262K
|
10.3K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.1K- 5.71% |
$265K - $294K
|
134K
$4.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.27K+ 21.29% |
$74.1K - $82.2K
|
12.9K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16K+ 3.19% |
$522K - $579K
|
517K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-315- 1.41% |
$10.3K - $11.4K
|
22K
$768K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.12K- 7.87% |
$135K - $149K
|
48.2K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-818- 15.3% |
$26.7K - $29.7K
|
4.53K
$158K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
131New |
$4.28K - $4.75K
|
131
$4.56K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.67K- 90.54% |
$117K - $137K
|
383
$13.3K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.09K+ 20.84% |
$34.7K - $40.5K
|
6.3K
$219K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-586- 4.06% |
$18.7K - $21.9K
|
13.8K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.7KNew |
$1.24M - $1.44M
|
38.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-138- 0.04% |
$4.41K - $5.15K
|
347K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.98K- 11.72% |
$255K - $298K
|
60.1K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
185+ 2.75% |
$5.91K - $6.9K
|
6.91K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
575New |
$18.4K - $21.4K
|
575
$20K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-103K- 78.36% |
$3.28M - $3.82M
|
28.3K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.6K- 13.52% |
$979K - $1.14M
|
196K
$6.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-153K- 87.81% |
$4.89M - $5.7M
|
21.2K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-300- 2.31% |
$9.59K - $11.2K
|
12.7K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.5KNew |
$560K - $653K
|
17.5K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 15.57% |
$59.1K - $69K
|
13.7K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
868+ 3.36% |
$27.7K - $32.4K
|
26.7K
$929K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$95.9 - $112
|
5.99K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.19K+ 3.9% |
$102K - $119K
|
85.1K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.4K+ 14.31% |
$1.26M - $1.47M
|
315K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.69K- 55.67% |
$182K - $212K
|
4.53K
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 15.87% |
$41.4K - $48.3K
|
9.46K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.01K- 22.89% |
$64.2K - $74.9K
|
6.77K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.95K+ 1.76% |
$126K - $147K
|
228K
$7.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
7.22K+ 58.76% |
$231K - $269K
|
19.5K
$680K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.14K- 1.19% |
$132K - $154K
|
343K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.9K+ 4.14% |
$1.76M - $2.05M
|
1.38M
$48.2M
|
|