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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
116K+ 186.57% |
$3.6M - $4.72M
|
179K
$7.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.4K- 2.31% |
$43.4K - $56.9K
|
59.2K
$2.52M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.07K+ 17.03% |
$64K - $83.9K
|
14.2K
$604K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.54K- 1.85% |
$78.5K - $103K
|
134K
$5.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
7.63K+ 25.76% |
$236K - $310K
|
37.2K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
685+ 21.59% |
$21.2K - $27.8K
|
3.86K
$164K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.4K+ 88.34% |
$661K - $867K
|
45.5K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-6.01K- 1.64% |
$186K - $244K
|
360K
$15.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
555+ 0.22% |
$17.2K - $22.5K
|
250K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.13KNew |
$66K - $86.6K
|
2.13K
$90.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
362K+ 48.58% |
$11.2M - $14.7M
|
1.11M
$47.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
216K+ 107.51% |
$6.67M - $8.75M
|
416K
$17.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 2.13% |
$31 - $40.6
|
48
$2.04K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$31 - $40.6
|
1
$42.6
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-739- 5.87% |
$22.9K - $30K
|
11.8K
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.3KNew |
$164K - $215K
|
5.3K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4K+ 1.5% |
$124K - $162K
|
271K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.8KNew |
$272K - $357K
|
8.8K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
685New |
$21.2K - $27.8K
|
685
$29.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4K+ 0.78% |
$124K - $162K
|
520K
$22.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
27.4K+ 14.2% |
$847K - $1.11M
|
220K
$9.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-38- 0.12% |
$1.18K - $1.54K
|
32.1K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
93.5KNew |
$2.9M - $3.8M
|
93.5K
$3.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.87K- 66.57% |
$88.9K - $117K
|
1.44K
$61.3K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
112+ 0.7% |
$3.47K - $4.55K
|
16.1K
$687K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
230+ 0.94% |
$7.12K - $9.34K
|
24.7K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
176+ 293.33% |
$5.45K - $7.15K
|
236
$10K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
59+ 0.68% |
$1.83K - $2.4K
|
8.72K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
344+ 4.47% |
$10.7K - $14K
|
8.05K
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.4K+ 57.61% |
$971K - $1.27M
|
85.8K
$3.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-316- 3.03% |
$9.78K - $12.8K
|
10.1K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
87.1K+ 25.95% |
$2.7M - $3.54M
|
423K
$18M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-18.1K- 39.0% |
$561K - $736K
|
28.3K
$1.21M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.1K- 4.52% |
$189K - $248K
|
129K
$5.48M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
37.7KNew |
$1.23M - $1.38M
|
37.7K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.9K- 16.5% |
$388K - $433K
|
60.1K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
193New |
$6.3K - $7.03K
|
193
$8.21K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.79K+ 289.77% |
$58.3K - $65K
|
2.4K
$102K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-26.8KClosed |
$874K - $975K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184New |
$6.01K - $6.7K
|
184
$7.83K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.54KNew |
$246K - $275K
|
7.54K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
2.96K+ 58.1% |
$96.7K - $108K
|
8.06K
$343K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
75New |
$2.45K - $2.73K
|
75
$3.19K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
733+ 2.44% |
$23.9K - $26.7K
|
30.7K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.95K- 33.59% |
$194K - $217K
|
11.8K
$501K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.29K+ 63.1% |
$303K - $338K
|
24K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.01K+ 3.65% |
$131K - $146K
|
114K
$4.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.8KNew |
$517K - $577K
|
15.8K
$674K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.27KNew |
$41.5K - $46.3K
|
1.27K
$54.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$6.53K - $7.29K
|
200
$8.51K
|
|