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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-972K- 37.77% |
$31.1M - $34.9M
|
1.6M
$55.5M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-389K- 69.1% |
$12.5M - $14M
|
174K
$6.03M
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-127K- 74.12% |
$4.08M - $4.57M
|
44.5K
$1.54M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-85.2K- 66.12% |
$2.73M - $3.06M
|
43.6K
$1.51M
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-66.9K- 51.39% |
$2.14M - $2.4M
|
63.3K
$2.19M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-44.6K- 25.44% |
$1.43M - $1.6M
|
131K
$4.53M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.1K- 80.81% |
$1.38M - $1.55M
|
10.2K
$354K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.9K- 61.9% |
$1.34M - $1.51M
|
25.8K
$894K
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-37.8K- 21.39% |
$1.21M - $1.35M
|
139K
$4.81M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-36K- 26.23% |
$1.15M - $1.29M
|
101K
$3.51M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22K- 84.46% |
$705K - $790K
|
4.05K
$140K
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-21.8K- 3.97% |
$699K - $783K
|
528K
$18.3M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-13.9K- 18.5% |
$444K - $497K
|
61K
$2.11M
|
|
Aug 13, 2024
Q2 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-13.5K- 29.57% |
$433K - $486K
|
32.2K
$1.12M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.1K- 57.88% |
$386K - $433K
|
8.78K
$304K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.4K- 42.79% |
$332K - $372K
|
13.9K
$480K
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6.46K- 42.71% |
$207K - $232K
|
8.67K
$300K
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.78K- 7.17% |
$57K - $63.9K
|
23.1K
$798K
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.2K- 0.07% |
$38.4K - $43K
|
1.79M
$61.9M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.04K- 8.4% |
$33.2K - $37.2K
|
11.3K
$391K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-765- 1.54% |
$24.5K - $27.5K
|
48.9K
$1.69M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-757- 12.57% |
$24.2K - $27.2K
|
5.27K
$182K
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-558- 0.69% |
$17.9K - $20K
|
80.4K
$2.79M
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-483- 2.67% |
$15.5K - $17.3K
|
17.6K
$609K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-416- 5.83% |
$13.3K - $14.9K
|
6.72K
$233K
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-317- 0.96% |
$10.2K - $11.4K
|
32.7K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-183- 0.05% |
$5.86K - $6.57K
|
347K
$12M
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.77% |
$3.36K - $3.77K
|
13.5K
$466K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-38- 0.12% |
$1.22K - $1.36K
|
32.7K
$1.13M
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.8K- 87.5% |
$1.41M - $1.59M
|
6.69K
$232K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-411- 99.76% |
$12.3K - $13.9K
|
1
$34.6
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149- 0.06% |
$4.47K - $5.04K
|
259K
$8.96M
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-899- 1.22% |
$25.1K - $29.7K
|
72.5K
$2.51M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.46K- 38.31% |
$128K - $145K
|
7.18K
$249K
|
|
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
$979K
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-34- 0.44% |
$979 - $1.11K
|
7.67K
$266K
|
|
Q1 2023 | |||||||
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-153Closed |
$4.17K - $4.75K
|
0
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.15K- 8.86% |
$56.9K - $63.3K
|
22.1K
$766K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-13- 0.58% |
$344 - $383
|
2.24K
$77.4K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-6.85KClosed |
$189K - $237K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.68K- 31.48% |
$101K - $127K
|
8K
$277K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.38K- 65.29% |
$93.1K - $117K
|
1.8K
$62.2K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-856Closed |
$23.6K - $29.6K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-798- 5.03% |
$22K - $27.6K
|
15.1K
$522K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$2.76K - $3.46K
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500Closed |
$15.6K - $17.4K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-500Closed |
$16K - $17K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-296Closed |
$9.48K - $10.1K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-26.2KClosed |
$854K - $921K
|
0
$0
|