Kovitz Investment Group Partners, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Kovitz Investment Group Partners, LLC
- $23.6 Billion
- Q3 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 36,868 shares of FRDM stock, worth $1.75 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
36,868Holding current value
$1.75 Million% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FRDM
# of Institutions
196Shares Held
23.8MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
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Northwestern Mutual Wealth Management CO1.46MShares$69.5 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$65.3 Million0.01% of portfolio
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Ellevest, Inc.1.17MShares$55.8 Million7.67% of portfolio
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Tanglewood Wealth Management, Inc.1.12MShares$53.1 Million4.8% of portfolio