Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 19.67% |
$691 - $781
|
98
$3.32K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-34- 0.44% |
$979 - $1.11K
|
7.67K
$260K
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-118- 0.42% |
$3.4K - $3.84K
|
28.3K
$956K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-220- 2.88% |
$6.33K - $7.16K
|
7.41K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-603- 0.17% |
$17.4K - $19.6K
|
354K
$12M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-760- 2.94% |
$21.9K - $24.7K
|
25.1K
$850K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-826Closed |
$23.8K - $26.9K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-827- 1.69% |
$23.8K - $26.9K
|
48.2K
$1.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-906- 1.0% |
$26.1K - $29.5K
|
89.3K
$3.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-966- 5.39% |
$27.8K - $31.4K
|
16.9K
$573K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.43K- 4.19% |
$41.1K - $46.4K
|
32.6K
$1.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.81K- 2.11% |
$51.9K - $58.7K
|
83.9K
$2.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.78K- 3.19% |
$109K - $123K
|
114K
$3.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.46K- 38.31% |
$128K - $145K
|
7.18K
$243K
|
|
|
Jul 20, 2023
Q2 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-6.15K- 45.18% |
$177K - $200K
|
7.46K
$252K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-10.2K- 2.32% |
$293K - $331K
|
429K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-19.2K- 23.96% |
$552K - $624K
|
60.9K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.3K- 12.26% |
$699K - $790K
|
174K
$5.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49.5K- 63.6% |
$1.43M - $1.61M
|
28.3K
$959K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-101K- 80.99% |
$2.92M - $3.3M
|
23.8K
$805K
|