Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	SELL	$31.97 - $37.3 $1,055 - $1,230	-33 Reduced 17.93%	151 $5,000
Q1 2024 Apr 30, 2024	BUY	$30.02 - $33.85 $5,523 - $6,228	184 New	184 $6,000

Others Institutions Holding FRDM

# of Institutions

142

Shares Held

18.8M

Call Options Held

Put Options Held

84.2K

Retirement Planning Group

2.36M
Shares

$84 Million
5.49% of portfolio
Northwestern Mutual Wealth Management CO

1.35M
Shares

$48 Million
0.04% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.23M
Shares

$43.9 Million
0.08% of portfolio
Ellevest, Inc.

955K
Shares

$34 Million
1.82% of portfolio
Willis Johnson & Associates, Inc.

905K
Shares

$32.2 Million
2.28% of portfolio

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About EA SER TR FREEDOM 100 EMERGING

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