Bull Oak Capital, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Bull Oak Capital, LLC

$172 Million
Q3 2024

A detailed history of Bull Oak Capital, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Bull Oak Capital, LLC holds 184,360 shares of FRDM stock, worth $6.42 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares

184,360

Previous 175,679 4.94%

Holding current value

$6.42 Million

Previous $6.2 Million 6.32%

% of portfolio

3.84%

Previous 5.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$31.97 - $37.3 $277,531 - $323,801	8,681 Added 4.94%	184,360 $6.6 Million
Q2 2024 Jul 18, 2024	BUY	$32.03 - $35.89 $736,818 - $825,613	23,004 Added 15.07%	175,679 $6.2 Million
Q1 2024 Apr 11, 2024	BUY	$30.02 - $33.85 $4.57 Million - $5.15 Million	152,070 Added 25135.54%	152,675 $5.15 Million
Q4 2023 Jan 29, 2024	SELL	$27.57 - $33.04 $4.86 Million - $5.82 Million	-176,150 Reduced 99.66%	605 $19,000
Q3 2023 Nov 01, 2023	BUY	$27.95 - $33.06 $4.94 Million - $5.84 Million	176,755 New	176,755 $5 Million
Q4 2022 Jan 13, 2023	SELL	$24.6 - $29.46 $270,255 - $323,647	-10,986 Reduced 7.73%	131,205 $0
Q3 2022 Oct 18, 2022	BUY	$24.99 - $30.32 $116,553 - $141,412	4,664 Added 3.39%	142,191 $3.55 Million
Q2 2022 Oct 04, 2022	BUY	$27.56 - $34.6 $447,078 - $561,281	16,222 Added 13.37%	137,527 $3.79 Million
Q1 2022 Oct 04, 2022	BUY	$31.16 - $34.77 $3.78 Million - $4.22 Million	121,305 New	121,305 $4.15 Million

Others Institutions Holding FRDM

# of Institutions

125

Shares Held

15.2M

Call Options Held

Put Options Held

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

More about FRDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bull Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bull Oak Capital, LLC with notifications on news.

Account

Bull Oak Capital, LLC Ea Ser Tr Freedom 100 Emerging Transaction History