Steel Peak Wealth Management LLC Ea Ser Tr Freedom 100 Emerging Transaction History
Steel Peak Wealth Management LLC
- $2.87 Billion
- Q4 2025
A detailed history of Steel Peak Wealth Management LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 27,662 shares of FRDM stock, worth $1.32 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
27,662
Previous 27,701
0.14%
Holding current value
$1.32 Million
Previous $1.23 Million
7.25%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FRDM
# of Institutions
208Shares Held
26MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.4MShares$114 Million5.22% of portfolio
-
Mainstay Capital Management LLC1.67MShares$79.3 Million6.88% 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