Creative Planning Ea Ser Tr Freedom 100 Emerging Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Creative Planning holds 19,846 shares of FRDM stock, worth $944,471. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,846
Previous 13,532
46.66%
Holding current value
$944,471
Previous $546,000
60.99%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FRDM
# of Institutions
192Shares Held
23.7MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
-
Northwestern Mutual Wealth Management CO1.46MShares$69.5 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$65.3 Million0.01% of portfolio
-
Ellevest, Inc.1.17MShares$55.8 Million7.67% of portfolio
-
Tanglewood Wealth Management, Inc.1.12MShares$53.1 Million4.8% of portfolio