Latest Institutional Purchases of Ea Ser Tr Freedom 100 Emerging (FRDM)
This list provides information on the latest institutional transactions involving Ea Ser Tr Freedom 100 Emerging (FRDM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
244K+ 11.52% |
$7.95M - $8.87M
|
2.36M
$85.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
168K+ 29.05% |
$5.48M - $6.11M
|
746K
$27M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
55.1K+ 50.46% |
$1.8M - $2.01M
|
164K
$5.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
54.4KNew |
$1.78M - $1.98M
|
54.4K
$1.97M
|
|
|
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
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
36.9K+ 8.04% |
$1.21M - $1.34M
|
496K
$17.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
31.6K+ 14.53% |
$1.03M - $1.15M
|
249K
$9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
29.7K+ 216.78% |
$970K - $1.08M
|
43.4K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.5K+ 107.86% |
$964K - $1.08M
|
56.9K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.4KNew |
$798K - $890K
|
24.4K
$883K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
17.1K+ 9.73% |
$558K - $623K
|
193K
$6.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.8KNew |
$517K - $577K
|
15.8K
$573K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
14.4K+ 7.74% |
$470K - $525K
|
200K
$7.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.9K+ 135.43% |
$454K - $507K
|
24.2K
$874K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.29K+ 63.1% |
$303K - $338K
|
24K
$868K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.9KNew |
$291K - $324K
|
8.9K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.7KNew |
$252K - $281K
|
7.7K
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.7K+ 65.06% |
$251K - $281K
|
19.5K
$706K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.83KNew |
$190K - $212K
|
5.83K
$211K
|
|
|
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
|
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 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.7K+ 2.01% |
$88.1K - $98.3K
|
137K
$4.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.27KNew |
$41.5K - $46.3K
|
1.27K
$46K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.04K+ 17.14% |
$33.8K - $37.7K
|
7.08K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
910+ 0.68% |
$29.7K - $33.2K
|
135K
$4.87M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
733+ 2.44% |
$23.9K - $26.7K
|
30.7K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
534+ 628.24% |
$17.4K - $19.5K
|
619
$22.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$6.53K - $7.29K
|
200
$7.23K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60New |
$1.96K - $2.19K
|
60
$2.17K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
37+ 0.43% |
$1.21K - $1.35K
|
8.66K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
28+ 0.04% |
$914 - $1.02K
|
78.3K
$2.83M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
955KNew |
$31.2M - $34.6M
|
955K
$34.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
422KNew |
$13.8M - $15.3M
|
422K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
382KNew |
$12.5M - $13.9M
|
382K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
309K+ 7547.57% |
$10.1M - $11.2M
|
313K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
307K+ 53312.87% |
$10M - $11.1M
|
307K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
259KNew |
$8.46M - $9.39M
|
259K
$9.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
202KNew |
$6.59M - $7.32M
|
202K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
191K+ 899.35% |
$6.24M - $6.93M
|
212K
$7.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
173K+ 647.67% |
$5.65M - $6.27M
|
199K
$7.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
148KNew |
$4.84M - $5.37M
|
148K
$5.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
106KNew |
$3.47M - $3.85M
|
106K
$3.84M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
95.1KNew |
$3.11M - $3.45M
|
95.1K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
84.2KNew |
$2.75M - $3.05M
|
84.2K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
72KNew |
$2.35M - $2.61M
|
72K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.1KNew |
$1.31M - $1.46M
|
40.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
30.7K+ 3.51% |
$1M - $1.11M
|
905K
$32.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
29.6KNew |
$968K - $1.07M
|
29.6K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
27.5K+ 157.02% |
$898K - $997K
|
45K
$1.63M
|
|