High Note Wealth, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

High Note Wealth, LLC

$350 Million
Q3 2024

A detailed history of High Note Wealth, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, High Note Wealth, LLC holds 6,250 shares of FRDM stock, worth $221,625. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,250

Holding current value

$221,625

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$31.97 - $37.3 $199,812 - $233,124	6,250 New	6,250 $223,000

Others Institutions Holding FRDM

# of Institutions

125

Shares Held

15.2M

Call Options Held

Put Options Held

Retirement Planning Group

1.85M
Shares

$65.6 Million
4.19% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.6M
Shares

$56.8 Million
0.11% of portfolio
Northwestern Mutual Wealth Management CO

1.33M
Shares

$47.1 Million
0.05% of portfolio
Tanglewood Wealth Management, Inc.

881K
Shares

$31.2 Million
3.8% of portfolio
Willis Johnson & Associates, Inc.

875K
Shares

$31 Million
2.38% of portfolio

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

More about FRDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of High Note Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Note Wealth, LLC with notifications on news.

Account

High Note Wealth, LLC Ea Ser Tr Freedom 100 Emerging Transaction History