Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-303K- 34.44% |
$9.92M - $11M
|
578K
$20.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-271K- 18.04% |
$8.87M - $9.85M
|
1.23M
$44.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-171K- 92.55% |
$5.58M - $6.19M
|
13.7K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-166K- 83.51% |
$5.44M - $6.04M
|
32.9K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-140K- 29.31% |
$4.59M - $5.1M
|
339K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35.1K- 2.54% |
$1.15M - $1.27M
|
1.35M
$48.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-32.5K- 34.74% |
$1.06M - $1.18M
|
61K
$2.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.6K- 14.4% |
$869K - $965K
|
158K
$5.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.5K- 12.0% |
$768K - $853K
|
172K
$6.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-12.8K- 27.98% |
$419K - $465K
|
33K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.1K- 5.71% |
$265K - $294K
|
134K
$4.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.55K- 2.7% |
$247K - $274K
|
271K
$9.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.23K- 41.33% |
$236K - $262K
|
10.3K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.21K- 17.74% |
$170K - $189K
|
24.2K
$866K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.93K- 4.32% |
$161K - $179K
|
109K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.12K- 7.87% |
$135K - $149K
|
48.2K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-3.61K- 1.77% |
$118K - $131K
|
200K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.46K- 6.36% |
$80.4K - $89.3K
|
36.3K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.37K- 11.81% |
$77.5K - $86.1K
|
17.7K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-2.21K- 2.74% |
$72.1K - $80K
|
78.2K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.33K- 8.87% |
$43.6K - $48.4K
|
13.7K
$490K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.19K- 51.58% |
$39K - $43.3K
|
1.12K
$40.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-818- 15.3% |
$26.7K - $29.7K
|
4.53K
$162K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-762- 2.69% |
$24.9K - $27.6K
|
27.6K
$987K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-673- 5.38% |
$22K - $24.4K
|
11.8K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-583- 9.26% |
$19.1K - $21.2K
|
5.71K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-315- 1.41% |
$10.3K - $11.4K
|
22K
$789K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-109- 1.01% |
$3.56K - $3.95K
|
10.7K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-56- 0.41% |
$1.83K - $2.03K
|
13.7K
$490K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-54- 0.17% |
$1.76K - $1.96K
|
32.3K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-37- 0.04% |
$1.21K - $1.34K
|
85.1K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-26- 0.55% |
$850 - $943
|
4.73K
$170K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-12- 0.04% |
$392 - $435
|
29.6K
$1.06M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.67K- 90.54% |
$117K - $137K
|
383
$13.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.48K- 28.56% |
$79.2K - $92.4K
|
6.19K
$222K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.48K- 17.28% |
$79.1K - $92.3K
|
11.8K
$424K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-157- 72.35% |
$5.02K - $5.86K
|
60
$2.15K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-33- 17.93% |
$1.06K - $1.23K
|
151
$5.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$95.9 - $112
|
5.99K
$214K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-85.2K- 66.12% |
$2.73M - $3.06M
|
43.6K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-13.5K- 29.57% |
$433K - $486K
|
32.2K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-765- 1.54% |
$24.5K - $27.5K
|
48.9K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.77% |
$3.36K - $3.77K
|
13.5K
$482K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.8K- 87.5% |
$1.41M - $1.59M
|
6.69K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-411- 99.76% |
$12.3K - $13.9K
|
1
$35.8
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-899- 1.22% |
$25.1K - $29.7K
|
72.5K
$2.6M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.46K- 38.31% |
$128K - $145K
|
7.18K
$257K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-826Closed |
$23.8K - $26.9K
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-118- 0.42% |
$3.4K - $3.84K
|
28.3K
$1.01M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-34- 0.44% |
$979 - $1.11K
|
7.67K
$275K
|
|