New England Private Wealth Advisors LLC Ea Ser Tr Freedom 100 Emerging Transaction History
New England Private Wealth Advisors LLC
- $727 Million
- Q3 2025
A detailed history of New England Private Wealth Advisors LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 114,133 shares of FRDM stock, worth $5.43 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
114,133
Previous 113,580
0.49%
Holding current value
$5.43 Million
Previous $4.59 Million
10.22%
% of portfolio
0.7%
Previous 0.71%
Shares
16 transactions
Others Institutions Holding FRDM
# of Institutions
201Shares Held
24.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
-
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
-
Ellevest, Inc.1.17MShares$55.8 Million7.67% of portfolio
-
Tanglewood Wealth Management, Inc.1.12MShares$53.1 Million4.8% of portfolio