Investment Planning Advisors, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
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 186,070 shares of FRDM stock, worth $6.63 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
186,070
Previous 180,291
3.21%
Holding current value
$6.63 Million
Previous $6.45 Million
5.74%
% of portfolio
3.04%
Previous 3.48%
Shares
2 transactions
Others Institutions Holding FRDM
# of Institutions
138Shares Held
18.1MCall Options Held
0Put Options Held
84.2K-
Retirement Planning Group2.11MShares$75.4 Million4.17% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$48 Million0.04% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.23MShares$43.9 Million0.08% of portfolio
-
Ellevest, Inc.955KShares$34 Million1.82% of portfolio
-
Willis Johnson & Associates, Inc.905KShares$32.3 Million2.28% of portfolio