Great Valley Advisor Group, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
Great Valley Advisor Group, Inc.
- $4.47 Billion
- Q3 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 182,030 shares of FRDM stock, worth $8.66 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
182,030
Previous 178,208
2.14%
Holding current value
$8.66 Million
Previous $7.2 Million
12.03%
% of portfolio
0.18%
Previous 0.18%
Shares
10 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