Xena Financial Planning, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Xena Financial Planning, LLC
- $85.2 Billion
- Q4 2025
A detailed history of Xena Financial Planning, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Xena Financial Planning, LLC holds 43,389 shares of FRDM stock, worth $2.06 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
43,389Holding current value
$2.06 Million% of portfolio
2.61%Shares
1 transactions
Others Institutions Holding FRDM
# of Institutions
199Shares Held
24.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
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Northwestern Mutual Wealth Management CO1.46MShares$69.5 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.37MShares$65.3 Million0.01% of portfolio
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Ellevest, Inc.1.17MShares$55.8 Million7.67% of portfolio
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Tanglewood Wealth Management, Inc.1.12MShares$53.1 Million4.8% of portfolio