O'Shaughnessy Asset Management, LLC Ea Ser Tr Freedom 100 Emerging Transaction History
O'Shaughnessy Asset Management, LLC
- $16.5 Billion
- Q3 2025
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 2,066 shares of FRDM stock, worth $98,320. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,066
Previous 935
120.96%
Holding current value
$98,320
Previous $37,000
145.95%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding FRDM
# of Institutions
206Shares Held
24.3MCall 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