Tanglewood Wealth Management, Inc. Ea Ser Tr Freedom 100 Emerging Transaction History
Tanglewood Wealth Management, Inc.
- $829 Million
- Q4 2024
A detailed history of Tanglewood Wealth Management, Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 577,744 shares of FRDM stock, worth $20.4 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
577,744
Previous 881,196
34.44%
Holding current value
$20.4 Million
Previous $31.5 Million
40.12%
% of portfolio
2.28%
Previous 3.8%
Shares
4 transactions
Others Institutions Holding FRDM
# of Institutions
129Shares Held
14.9MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$65.5 Million4.19% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$47.7 Million0.04% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.23MShares$43.6 Million0.08% of portfolio
-
Willis Johnson & Associates, Inc.875KShares$31 Million2.38% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA517KShares$18.3 Million1.59% of portfolio