Guardian Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Guardian Wealth Advisors, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 626,905 shares of FRDM stock, worth $29.8 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
626,905
Previous 622,371
0.73%
Holding current value
$29.8 Million
Previous $25.1 Million
10.48%
% of portfolio
1.92%
Previous 1.9%
Shares
5 transactions
Others Institutions Holding FRDM
# of Institutions
192Shares 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