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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$32K - $37.3K
|
1K
$33.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
868+ 3.36% |
$27.7K - $32.4K
|
26.7K
$886K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
726+ 1.32% |
$23.2K - $27.1K
|
55.6K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
575New |
$18.4K - $21.4K
|
575
$19.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
575+ 16.34% |
$18.4K - $21.4K
|
4.1K
$136K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
374+ 3.89% |
$12K - $14K
|
9.99K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
354New |
$11.3K - $13.2K
|
354
$11.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
298+ 1.32% |
$9.53K - $11.1K
|
22.9K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
185+ 2.75% |
$5.91K - $6.9K
|
6.91K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
183+ 0.07% |
$5.85K - $6.83K
|
279K
$9.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
127+ 1.41% |
$4.06K - $4.74K
|
9.13K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
84New |
$2.69K - $3.13K
|
84
$2.79K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
51+ 0.04% |
$1.63K - $1.9K
|
114K
$3.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
49New |
$1.57K - $1.83K
|
49
$1.63K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
37+ 28.24% |
$1.18K - $1.38K
|
168
$5.58K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
19New |
$607 - $709
|
19
$631
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 0.34% |
$575 - $671
|
5.35K
$178K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
180KNew |
$5.77M - $6.47M
|
180K
$5.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
103K+ 1260.84% |
$3.28M - $3.68M
|
111K
$3.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
49.1K+ 45.09% |
$1.57M - $1.76M
|
158K
$5.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
34.6KNew |
$1.11M - $1.24M
|
34.6K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
29.5KNew |
$945K - $1.06M
|
29.5K
$980K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.5KNew |
$688K - $771K
|
21.5K
$713K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.3KNew |
$394K - $441K
|
12.3K
$408K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.43KNew |
$238K - $267K
|
7.43K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.64KNew |
$213K - $238K
|
6.64K
$220K
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.82KNew |
$186K - $209K
|
5.82K
$193K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.63KNew |
$52.3K - $58.6K
|
1.63K
$54.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.5KNew |
$48K - $53.8K
|
1.5K
$49.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
472+ 6.33% |
$15.1K - $16.9K
|
7.93K
$263K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
438New |
$14K - $15.7K
|
438
$14.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
363+ 1.43% |
$11.6K - $13K
|
25.8K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
158New |
$5.06K - $5.67K
|
158
$5.25K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
47New |
$1.51K - $1.69K
|
47
$1.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30New |
$961 - $1.08K
|
30
$997
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.39% |
$64.1 - $71.8
|
146
$4.85K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
164KNew |
$4.93M - $5.55M
|
164K
$5.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
26.4KNew |
$791K - $892K
|
26.4K
$875K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
16.3K+ 58.88% |
$490K - $552K
|
44K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4KNew |
$463K - $522K
|
15.4K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.25KNew |
$188K - $211K
|
6.25K
$207K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.25KNew |
$188K - $211K
|
6.25K
$207K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
5.1KNew |
$153K - $172K
|
5.1K
$169K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.75K+ 42.88% |
$143K - $161K
|
15.8K
$526K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
616New |
$18.5K - $20.9K
|
616
$20.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
232New |
$6.96K - $7.85K
|
232
$7.71K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 1.39% |
$811 - $914
|
1.97K
$65.4K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.5K+ 214.29% |
$1.03M - $1.24M
|
55K
$1.83M
|
|