Goal Vest Advisory LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Goal Vest Advisory LLC
- $488 Million
- Q4 2025
A detailed history of Goal Vest Advisory LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Goal Vest Advisory LLC holds 1,187 shares of FRDM stock, worth $56,489. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,187
Previous 1,187
-0.0%
Holding current value
$56,489
Previous $52,000
7.69%
% of portfolio
0.01%
Previous 0.01%
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
-
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