Retirement Planning Group Ea Ser Tr Freedom 100 Emerging Transaction History

Retirement Planning Group

$2.04 Billion
Q3 2025

A detailed history of Retirement Planning Group transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Retirement Planning Group holds 2,400,679 shares of FRDM stock, worth $114 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares

2,400,679

Previous 2,386,771 0.58%

Holding current value

$114 Million

Previous $96.4 Million 10.32%

% of portfolio

5.22%

Previous 5.89%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$40.04 - $45.11 $556,876 - $627,389	13,908 Added 0.58%	2,400,679 $106 Million
Q2 2025 Jul 30, 2025	BUY	$30.96 - $40.6 $874,960 - $1.15 Million	28,261 Added 1.2%	2,386,771 $96.4 Million
Q1 2025 Apr 10, 2025	BUY	$32.66 - $36.43 $7.95 Million - $8.87 Million	243,547 Added 11.52%	2,358,510 $82.9 Million
Q4 2024 Feb 18, 2025	BUY	$32.68 - $36.28 $8.65 Million - $9.6 Million	264,588 Added 14.3%	2,114,963 $69.1 Million
Q3 2024 Oct 10, 2024	BUY	$31.97 - $37.3 $1.99 Million - $2.33 Million	62,343 Added 3.49%	1,850,375 $66.2 Million

Q2 2024 Jul 12, 2024	SELL	$32.03 - $35.89 $38,371 - $42,996	-1,198 Reduced 0.07%	1,788,032 $63.2 Million
Q1 2024 Apr 12, 2024	BUY	$30.02 - $33.85 $937,014 - $1.06 Million	31,213 Added 1.78%	1,789,230 $60.4 Million
Q4 2023 Jan 12, 2024	BUY	$27.57 - $33.04 $1.22 Million - $1.47 Million	44,420 Added 2.59%	1,758,017 $57.8 Million
Q3 2023 Oct 24, 2023	BUY	$27.95 - $33.06 $53,580 - $63,376	1,917 Added 0.11%	1,713,597 $48.5 Million
Q2 2023 Jul 24, 2023	BUY	$28.78 - $32.53 $1.33 Million - $1.5 Million	46,126 Added 2.77%	1,711,680 $53.7 Million
Q1 2023 Apr 19, 2023	BUY	$27.27 - $31.05 $1.25 Million - $1.42 Million	45,746 Added 2.82%	1,665,554 $49 Million
Q4 2022 Jan 18, 2023	BUY	$24.6 - $29.46 $2.59 Million - $3.1 Million	105,227 Added 6.95%	1,619,808 $0
Q3 2022 Oct 13, 2022	BUY	$24.99 - $30.32 $367,727 - $446,158	14,715 Added 0.98%	1,514,581 $37.8 Million
Q2 2022 Jul 13, 2022	BUY	$27.56 - $34.6 $6.24 Million - $7.84 Million	226,471 Added 17.78%	1,499,866 $41.3 Million
Q1 2022 Apr 19, 2022	BUY	$31.16 - $34.77 $39.7 Million - $44.3 Million	1,273,395 New	1,273,395 $43.5 Million

Others Institutions Holding FRDM

# of Institutions

208

Shares Held

26M

Call Options Held

Put Options Held

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About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
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Retirement Planning Group Ea Ser Tr Freedom 100 Emerging Transaction History