Investment Planning Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History

Investment Planning Advisors, Inc.

$286 Million
Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 559,024 shares of FRDM stock, worth $26.6 Million. This represents 9.31% of its overall portfolio holdings.

Number of Shares

559,024

Previous 504,048 10.91%

Holding current value

$26.6 Million

Previous $22.3 Million 19.11%

% of portfolio

9.31%

Previous 8.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$43.89 - $49.2 $2.41 Million - $2.7 Million	54,976 Added 10.91%	559,024 $26.6 Million
Q3 2025 Oct 21, 2025	BUY	$40.04 - $45.11 $3.53 Million - $3.97 Million	88,041 Added 21.16%	504,048 $22.3 Million
Q2 2025 Jul 21, 2025	BUY	$30.96 - $40.6 $6.67 Million - $8.75 Million	215,534 Added 107.51%	416,007 $16.8 Million
Q1 2025 Apr 22, 2025	BUY	$32.66 - $36.43 $470,401 - $524,701	14,403 Added 7.74%	200,473 $7.03 Million
Q4 2024 Jan 22, 2025	BUY	$32.68 - $36.28 $188,857 - $209,662	5,779 Added 3.21%	186,070 $6.08 Million

Q2 2024 Jul 22, 2024	BUY	$32.03 - $35.89 $5.77 Million - $6.47 Million	180,291 New	180,291 $6.37 Billion

Others Institutions Holding FRDM

# of Institutions

206

Shares Held

24.3M

Call Options Held

Put Options Held

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

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Investment Planning Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History