Hb Wealth Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Hb Wealth Management, LLC
- $14.5 Billion
- Q3 2025
A detailed history of Hb Wealth Management, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Hb Wealth Management, LLC holds 5,300 shares of FRDM stock, worth $252,227. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,300
Previous 5,300
-0.0%
Holding current value
$252,227
Previous $214,000
9.35%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FRDM
# of Institutions
195Shares 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