Iht Wealth Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,647 shares of FRDM stock, worth $272,539. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,647

Previous 6,906 10.73%

Holding current value

$272,539

Previous $247,000 0.81%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$32.68 - $36.28 $24,215 - $26,883	741 Added 10.73%	7,647 $249,000
Q3 2024 Nov 14, 2024	BUY	$31.97 - $37.3 $5,914 - $6,900	185 Added 2.75%	6,906 $247,000
Q2 2024 Aug 14, 2024	SELL	$32.03 - $35.89 $13,324 - $14,930	-416 Reduced 5.83%	6,721 $237,000
Q1 2024 May 15, 2024	BUY	$30.02 - $33.85 $7,805 - $8,801	260 Added 3.78%	7,137 $240,000
Q4 2023 Feb 14, 2024	SELL	$27.57 - $33.04 $5,872 - $7,037	-213 Reduced 3.0%	6,877 $226,000
Q3 2023 Nov 14, 2023	BUY	$27.95 - $33.06 $6,484 - $7,669	232 Added 3.38%	7,090 $200,000
Q2 2023 Aug 14, 2023	BUY	$28.78 - $32.53 $197,373 - $223,090	6,858 New	6,858 $215,000

Others Institutions Holding FRDM

# of Institutions

138

Shares Held

18.1M

Call Options Held

Put Options Held

84.2K

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History