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 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.1K- 5.71% |
$265K - $294K
|
134K
$4.6M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.55K- 2.7% |
$247K - $274K
|
271K
$9.33M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.23K- 41.33% |
$236K - $262K
|
10.3K
$353K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.21K- 17.74% |
$170K - $189K
|
24.2K
$831K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.12K- 7.87% |
$135K - $149K
|
48.2K
$1.66M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-818- 15.3% |
$26.7K - $29.7K
|
4.53K
$156K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-315- 1.41% |
$10.3K - $11.4K
|
22K
$758K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-109- 1.01% |
$3.56K - $3.95K
|
10.7K
$368K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-54- 0.17% |
$1.76K - $1.96K
|
32.3K
$1.11M
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-153K- 87.81% |
$4.89M - $5.7M
|
21.2K
$730K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-103K- 78.36% |
$3.28M - $3.82M
|
28.3K
$974K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-97.3K- 6.07% |
$3.11M - $3.63M
|
1.5M
$51.7M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-86.2K- 85.15% |
$2.76M - $3.22M
|
15K
$517K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85.3K- 81.31% |
$2.73M - $3.18M
|
19.6K
$674K
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-48.7K- 9.22% |
$1.56M - $1.82M
|
479K
$16.5M
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-43.2K- 68.24% |
$1.38M - $1.61M
|
20.1K
$691K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.6K- 13.52% |
$979K - $1.14M
|
196K
$6.73M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.6K- 13.29% |
$977K - $1.14M
|
199K
$6.85M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-26.2K- 46.94% |
$837K - $977K
|
29.6K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.98K- 11.72% |
$255K - $298K
|
60.1K
$2.07M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.69K- 55.67% |
$182K - $212K
|
4.53K
$156K
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.09K- 28.92% |
$163K - $190K
|
12.5K
$430K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.14K- 1.19% |
$132K - $154K
|
343K
$11.8M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.67K- 90.54% |
$117K - $137K
|
383
$13.2K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.48K- 28.56% |
$79.2K - $92.4K
|
6.19K
$213K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.48K- 17.28% |
$79.1K - $92.3K
|
11.8K
$407K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.01K- 22.89% |
$64.2K - $74.9K
|
6.77K
$233K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-791- 29.65% |
$25.3K - $29.5K
|
1.88K
$64.5K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-586- 4.06% |
$18.7K - $21.9K
|
13.8K
$476K
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-517- 1.68% |
$16.5K - $19.3K
|
30.2K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-300- 2.31% |
$9.59K - $11.2K
|
12.7K
$436K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-270- 5.13% |
$8.63K - $10.1K
|
5K
$172K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-157- 72.35% |
$5.02K - $5.86K
|
60
$2.06K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-138- 0.04% |
$4.41K - $5.15K
|
347K
$11.9M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-33- 17.93% |
$1.06K - $1.23K
|
151
$5.19K
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-6- 0.01% |
$192 - $224
|
80.4K
$2.77M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$95.9 - $112
|
5.99K
$206K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-85.2K- 66.12% |
$2.73M - $3.06M
|
43.6K
$1.5M
|
|
Aug 13, 2024
Q2 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-13.5K- 29.57% |
$433K - $486K
|
32.2K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.4K- 42.79% |
$332K - $372K
|
13.9K
$476K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-765- 1.54% |
$24.5K - $27.5K
|
48.9K
$1.68M
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.77% |
$3.36K - $3.77K
|
13.5K
$463K
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.8K- 87.5% |
$1.41M - $1.59M
|
6.69K
$230K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-411- 99.76% |
$12.3K - $13.9K
|
1
$34.4
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-899- 1.22% |
$25.1K - $29.7K
|
72.5K
$2.49M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.46K- 38.31% |
$128K - $145K
|
7.18K
$247K
|
|
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
$972K
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-34- 0.44% |
$979 - $1.11K
|
7.67K
$264K
|
|
Q1 2023 | |||||||
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-153Closed |
$4.17K - $4.75K
|
0
$0
|