Integrated Wealth Concepts LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 60,122 shares of FRDM stock, worth $2 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
60,122
Previous 68,102
11.72%
Holding current value
$2 Million
Previous $2.41 Million
10.56%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FRDM
# of Institutions
126Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$61.5 Million4.19% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$50 Million0.1% of portfolio
-
Northwestern Mutual Wealth Management CO1.38MShares$45.9 Million0.04% of portfolio
-
Tanglewood Wealth Management, Inc.881KShares$29.3 Million3.8% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$29.1 Million2.38% of portfolio