Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
596New |
$16.7K - $19.7K
|
596
$20.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
344New |
$9.61K - $11.4K
|
344
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
232+ 3.38% |
$6.48K - $7.67K
|
7.09K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
156+ 1.21% |
$4.36K - $5.16K
|
13K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
140+ 0.49% |
$3.91K - $4.63K
|
28.5K
$964K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110New |
$3.07K - $3.64K
|
110
$3.72K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
30+ 0.64% |
$839 - $992
|
4.75K
$161K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 0.21% |
$335 - $397
|
5.69K
$192K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
8+ 0.09% |
$224 - $264
|
8.96K
$303K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$83.9 - $99.2
|
32.6K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$28 - $33.1
|
1
$33.8
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 3.85% |
$28 - $33.1
|
27
$914
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-899- 1.22% |
$25.1K - $29.7K
|
72.5K
$2.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-914- 53.33% |
$25.5K - $30.2K
|
800
$27.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.19K- 16.44% |
$61.1K - $72.3K
|
11.1K
$376K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.4K- 1.2% |
$67K - $79.2K
|
198K
$6.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.81K- 17.13% |
$78.4K - $92.8K
|
13.6K
$459K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.11K- 1.51% |
$143K - $169K
|
334K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.91K- 38.39% |
$193K - $228K
|
11.1K
$375K
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.8K- 7.46% |
$329K - $390K
|
146K
$4.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.5K- 13.99% |
$349K - $413K
|
76.8K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.4K- 25.6% |
$459K - $544K
|
47.8K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-107K- 61.31% |
$2.98M - $3.52M
|
67.3K
$2.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-144K- 74.53% |
$4.02M - $4.76M
|
49.2K
$1.67M
|