Clarus Wealth Advisors Ea Ser Tr Freedom 100 Emerging Transaction History
Clarus Wealth Advisors
- $200 Million
- Q4 2024
A detailed history of Clarus Wealth Advisors transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Clarus Wealth Advisors holds 22,046 shares of FRDM stock, worth $785,719. This represents 0.36% of its overall portfolio holdings.
Number of Shares
22,046
Previous 22,361
1.41%
Holding current value
$785,719
Previous $800,000
10.0%
% of portfolio
0.36%
Previous 0.41%
Shares
9 transactions
Others Institutions Holding FRDM
# of Institutions
138Shares Held
18.1MCall Options Held
0Put Options Held
84.2K-
Retirement Planning Group2.11MShares$75.4 Million4.17% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$48 Million0.04% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.23MShares$43.9 Million0.08% of portfolio
-
Ellevest, Inc.955KShares$34 Million1.82% of portfolio
-
Willis Johnson & Associates, Inc.905KShares$32.3 Million2.28% of portfolio