Fermata Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Fermata Advisors, LLC
- $360 Million
- Q4 2025
A detailed history of Fermata Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Fermata Advisors, LLC holds 9,760 shares of FRDM stock, worth $464,478. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,760Holding current value
$464,478% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding FRDM
# of Institutions
193Shares Held
23.7MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
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Northwestern Mutual Wealth Management CO1.46MShares$69.5 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA1.37MShares$65.3 Million0.01% of portfolio
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Ellevest, Inc.1.17MShares$55.8 Million7.67% of portfolio
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Tanglewood Wealth Management, Inc.1.12MShares$53.1 Million4.8% of portfolio