Ethos Financial Group, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Ethos Financial Group, LLC

$1.1 Billion
Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Ethos Financial Group, LLC holds 54,911 shares of FRDM stock, worth $2.61 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

54,911

Previous 51,537 6.55%

Holding current value

$2.61 Million

Previous $2.08 Million 16.86%

% of portfolio

0.22%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$40.04 - $45.11 $135,094 - $152,201	3,374 Added 6.55%	54,911 $2.43 Million
Q2 2025 Aug 06, 2025	BUY	$30.96 - $40.6 $679,138 - $890,601	21,936 Added 74.11%	51,537 $2.08 Million
Q1 2025 May 13, 2025	BUY	$32.66 - $36.43 $489 - $546	15 Added 0.05%	29,601 $1.04 Million
Q4 2024 Feb 06, 2025	SELL	$32.68 - $36.28 $392 - $435	-12 Reduced 0.04%	29,586 $966,000
Q3 2024 Nov 07, 2024	SELL	$31.97 - $37.3 $837,166 - $976,737	-26,186 Reduced 46.94%	29,598 $1.06 Million

Q2 2024 Aug 12, 2024	BUY	$32.03 - $35.89 $282,216 - $316,226	8,811 Added 18.76%	55,784 $1.97 Million
Q1 2024 May 08, 2024	BUY	$30.02 - $33.85 $184,833 - $208,414	6,157 Added 15.08%	46,973 $1.58 Million
Q4 2023 Feb 07, 2024	BUY	$27.57 - $33.04 $1.13 Million - $1.35 Million	40,816 New	40,816 $1.34 Million

Others Institutions Holding FRDM

# of Institutions

192

Shares Held

23.7M

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 Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Account

Ethos Financial Group, LLC Ea Ser Tr Freedom 100 Emerging Transaction History