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 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
8+ 0.09% |
$224 - $264
|
8.96K
$301K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 1044.9% |
$28.6K - $33.9K
|
1.12K
$37.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 3.85% |
$28 - $33.1
|
27
$908
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.46K- 38.31% |
$128K - $145K
|
7.18K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
216New |
$6.22K - $7.03K
|
216
$7.26K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-826Closed |
$23.8K - $26.9K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
3.5K+ 2.12% |
$101K - $114K
|
168K
$5.66M
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-118- 0.42% |
$3.4K - $3.84K
|
28.3K
$950K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-34- 0.44% |
$979 - $1.11K
|
7.67K
$258K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-153Closed |
$4.17K - $4.75K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
13New |
$355 - $404
|
13
$437
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.3KNew |
$391K - $445K
|
14.3K
$481K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.81K+ 356.61% |
$49.3K - $56.1K
|
2.32K
$77.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26KNew |
$640K - $766K
|
26K
$874K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.15K- 8.86% |
$52.9K - $63.3K
|
22.1K
$744K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-13- 0.58% |
$320 - $383
|
2.24K
$75.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.5KNew |
$431K - $516K
|
17.5K
$588K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$4.92K - $5.89K
|
200
$6.72K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
200New |
$4.92K - $5.89K
|
200
$6.72K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
9.33K+ 6.28% |
$233K - $283K
|
158K
$5.31M
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.59KNew |
$43.8K - $55K
|
1.59K
$53.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.09KNew |
$223K - $280K
|
8.09K
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.93KNew |
$274K - $344K
|
9.93K
$334K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-798- 5.03% |
$22K - $27.6K
|
15.1K
$506K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
32.1KNew |
$885K - $1.11M
|
32.1K
$1.08M
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.68K- 31.48% |
$101K - $127K
|
8K
$269K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-856Closed |
$23.6K - $29.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-6.85KClosed |
$189K - $237K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$2.76K - $3.46K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
230New |
$6.34K - $7.96K
|
230
$7.73K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500Closed |
$15.6K - $17.4K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.45% |
$93.5 - $104
|
210
$7.06K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-296Closed |
$9.48K - $10.1K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-500Closed |
$16K - $17K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-26.2KClosed |
$854K - $921K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-675Closed |
$21.9K - $23.6K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.5KClosed |
$45.7K - $62.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20KClosed |
$338K - $567K
|
0
$0
|
|