Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
881KNew |
$28.2M - $32.9M
|
881K
$30.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
875KNew |
$28M - $32.6M
|
875K
$30.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
62.3K+ 3.49% |
$1.99M - $2.33M
|
1.85M
$64.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.2K+ 75.63% |
$837K - $977K
|
60.8K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16K+ 3.3% |
$512K - $597K
|
501K
$17.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
13.2K+ 40.28% |
$421K - $491K
|
45.8K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
12.2K+ 6.75% |
$389K - $454K
|
192K
$6.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.48K+ 162.56% |
$303K - $353K
|
15.3K
$533K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
8.68K+ 4.94% |
$278K - $324K
|
184K
$6.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.55K+ 95.62% |
$273K - $319K
|
17.5K
$610K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.56KNew |
$242K - $282K
|
7.56K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.23K+ 8.37% |
$231K - $270K
|
93.5K
$3.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.07K+ 31.68% |
$226K - $264K
|
29.4K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.25KNew |
$200K - $233K
|
6.25K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.04K+ 7.1% |
$193K - $225K
|
91.1K
$3.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5.08K+ 5.16% |
$162K - $189K
|
103K
$3.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
4.38K+ 4.78% |
$140K - $163K
|
96K
$3.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.34K+ 3.55% |
$139K - $162K
|
126K
$4.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.08K+ 9.23% |
$130K - $152K
|
48.2K
$1.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.75K+ 2.12% |
$120K - $140K
|
181K
$6.29M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 2.34% |
$104K - $121K
|
142K
$4.95M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2.36K+ 17.14% |
$75.6K - $88.2K
|
16.2K
$563K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.14K+ 0.6% |
$68.4K - $79.7K
|
357K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.94K+ 0.79% |
$62.1K - $72.4K
|
246K
$8.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.89KNew |
$60.5K - $70.6K
|
1.89K
$66K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$32K - $37.3K
|
1K
$34.8K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
726+ 1.32% |
$23.2K - $27.1K
|
55.6K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
374+ 3.89% |
$12K - $14K
|
9.99K
$348K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
298+ 1.32% |
$9.53K - $11.1K
|
22.9K
$799K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
183+ 0.07% |
$5.85K - $6.83K
|
279K
$9.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
127+ 1.41% |
$4.06K - $4.74K
|
9.13K
$318K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
49New |
$1.57K - $1.83K
|
49
$1.71K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
37+ 28.24% |
$1.18K - $1.38K
|
168
$5.85K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
19New |
$607 - $709
|
19
$662
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 0.34% |
$575 - $671
|
5.35K
$186K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-157- 72.35% |
$5.02K - $5.86K
|
60
$2.09K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-239- 0.5% |
$7.64K - $8.91K
|
47.9K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-270- 5.13% |
$8.63K - $10.1K
|
5K
$174K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-344- 1.05% |
$11K - $12.8K
|
32.4K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-502- 4.44% |
$16K - $18.7K
|
10.8K
$376K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-517- 1.68% |
$16.5K - $19.3K
|
30.2K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-692- 3.0% |
$22.1K - $25.8K
|
22.4K
$779K
|
|
|
Oct 15, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-765- 2.49% |
$24.5K - $28.5K
|
29.9K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-791- 29.65% |
$25.3K - $29.5K
|
1.88K
$65.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.48K- 17.28% |
$79.1K - $92.3K
|
11.8K
$413K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.48K- 28.56% |
$79.2K - $92.4K
|
6.19K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.09K- 28.92% |
$163K - $190K
|
12.5K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.69K- 14.23% |
$278K - $324K
|
52.3K
$1.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.6K- 13.29% |
$977K - $1.14M
|
199K
$6.94M
|