Ellevest, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History

Ellevest, Inc.

$1.72 Billion
Q4 2024

A detailed history of Ellevest, Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Ellevest, Inc. holds 954,580 shares of FRDM stock, worth $34 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

954,580

Holding current value

$34 Million

% of portfolio

1.82%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$32.68 - $36.28 $31.2 Million - $34.6 Million	954,580 New	954,580 $31.2 Million
Q1 2023 May 04, 2023	BUY	$27.27 - $31.05 $354 - $403	13 New	13 $0

Others Institutions Holding FRDM

# of Institutions

138

Shares Held

18.1M

Call Options Held

Put Options Held

84.2K

Retirement Planning Group

2.11M
Shares

$75.4 Million
4.17% of portfolio
Northwestern Mutual Wealth Management CO

1.35M
Shares

$48 Million
0.04% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.23M
Shares

$43.9 Million
0.08% of portfolio
Willis Johnson & Associates, Inc.

905K
Shares

$32.3 Million
2.28% of portfolio
Tanglewood Wealth Management, Inc.

578K
Shares

$20.6 Million
2.28% of portfolio

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

More about FRDM

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