Purchases and Sales Made in Q1 2025 in Ea Ser Tr Freedom 100 Emerging (FRDM)
This table provides information about the institutional ownership of Ea Ser Tr Freedom 100 Emerging (FRDM) during Q1 2025. The information is specifically focused on institutions that hold shares of EA SER TR FREEDOM 100 EMERGING.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
244K+ 11.52% |
$7.95M - $8.87M
|
2.36M
$82.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
168K+ 29.05% |
$5.48M - $6.11M
|
746K
$26.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
54.4KNew |
$1.78M - $1.98M
|
54.4K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.9K+ 135.43% |
$454K - $507K
|
24.2K
$850K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.7KNew |
$252K - $281K
|
7.7K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.83KNew |
$190K - $212K
|
5.83K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
910+ 0.68% |
$29.7K - $33.2K
|
135K
$4.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$6.53K - $7.29K
|
200
$7.03K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60New |
$1.96K - $2.19K
|
60
$2.11K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-160- 0.5% |
$5.23K - $5.83K
|
32.1K
$1.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-217- 4.79% |
$7.09K - $7.91K
|
4.31K
$152K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-326- 2.53% |
$10.6K - $11.9K
|
12.6K
$442K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-672- 11.22% |
$21.9K - $24.5K
|
5.32K
$187K
|