Foundations Investment Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 91,181 shares of FRDM stock, worth $4.34 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
91,181
Previous 87,706
3.96%
Holding current value
$4.34 Million
Previous $3.54 Million
14.03%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding FRDM
# of Institutions
194Shares 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