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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
131New |
$4.28K - $4.75K
|
131
$4.35K
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
881KNew |
$28.2M - $32.9M
|
881K
$29.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
875KNew |
$28M - $32.6M
|
875K
$29.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
344KNew |
$11M - $12.8M
|
344K
$11.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
62.3K+ 3.49% |
$1.99M - $2.33M
|
1.85M
$61.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.9K+ 4.14% |
$1.76M - $2.05M
|
1.38M
$45.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.4K+ 14.31% |
$1.26M - $1.47M
|
315K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.7KNew |
$1.24M - $1.44M
|
38.7K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.2K+ 75.63% |
$837K - $977K
|
60.8K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
18.1KNew |
$580K - $677K
|
18.1K
$603K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 10.49% |
$561K - $654K
|
185K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.5KNew |
$560K - $653K
|
17.5K
$581K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16K+ 3.3% |
$512K - $597K
|
501K
$16.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
13.2K+ 40.28% |
$421K - $491K
|
45.8K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
12.2K+ 6.75% |
$389K - $454K
|
192K
$6.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
10.6K+ 65.87% |
$338K - $394K
|
26.6K
$884K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.48K+ 162.56% |
$303K - $353K
|
15.3K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
9.45K+ 4.47% |
$302K - $353K
|
221K
$7.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
8.68K+ 4.94% |
$278K - $324K
|
184K
$6.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.55K+ 95.62% |
$273K - $319K
|
17.5K
$581K
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
7.74K+ 2.01% |
$247K - $289K
|
393K
$13.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.56KNew |
$242K - $282K
|
7.56K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.23K+ 8.37% |
$231K - $270K
|
93.5K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
7.22K+ 58.76% |
$231K - $269K
|
19.5K
$648K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.07K+ 31.68% |
$226K - $264K
|
29.4K
$976K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.03K+ 36.13% |
$225K - $262K
|
26.5K
$880K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.25KNew |
$200K - $233K
|
6.25K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.04K+ 7.1% |
$193K - $225K
|
91.1K
$3.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5.08K+ 5.16% |
$162K - $189K
|
103K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
4.76KNew |
$152K - $178K
|
4.76K
$158K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
4.38K+ 4.78% |
$140K - $163K
|
96K
$3.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.34K+ 3.55% |
$139K - $162K
|
126K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.23K+ 2.12% |
$135K - $158K
|
204K
$6.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.08K+ 9.23% |
$130K - $152K
|
48.2K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.95K+ 1.76% |
$126K - $147K
|
228K
$7.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.75K+ 2.12% |
$120K - $140K
|
181K
$6M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 2.34% |
$104K - $121K
|
142K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.19K+ 3.9% |
$102K - $119K
|
85.1K
$2.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3K+ 5.2% |
$95.9K - $112K
|
60.6K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.42K+ 1.38% |
$77.4K - $90.3K
|
178K
$5.9M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2.36K+ 17.14% |
$75.6K - $88.2K
|
16.2K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.31K+ 1.34% |
$73.8K - $86.1K
|
175K
$5.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.14K+ 0.6% |
$68.4K - $79.7K
|
357K
$11.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.94K+ 0.79% |
$62.1K - $72.4K
|
246K
$8.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.89KNew |
$60.5K - $70.6K
|
1.89K
$62.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 15.57% |
$59.1K - $69K
|
13.7K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.57KNew |
$50.2K - $58.6K
|
1.57K
$52.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 15.87% |
$41.4K - $48.3K
|
9.46K
$314K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.09K+ 20.84% |
$34.7K - $40.5K
|
6.3K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1K+ 50.0% |
$32K - $37.3K
|
3K
$99.7K
|
|