A detailed history of Trademark Financial Management, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Trademark Financial Management, LLC holds 12,508 shares of FRDM stock, worth $417,141. This represents 0.35% of its overall portfolio holdings.

Number of Shares
12,508
Previous 17,597 28.92%
Holding current value
$417,141
Previous $622 Million 28.0%
% of portfolio
0.35%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$31.97 - $37.3 $162,695 - $189,819
-5,089 Reduced 28.92%
12,508 $448 Million
Q2 2024

Jul 30, 2024

SELL
$32.03 - $35.89 $15,470 - $17,334
-483 Reduced 2.67%
17,597 $622 Million
Q1 2024

May 07, 2024

SELL
$30.02 - $33.85 $14,799 - $16,688
-493 Reduced 2.65%
18,080 $610 Million
Q4 2023

Feb 13, 2024

BUY
$27.57 - $33.04 $512,057 - $613,651
18,573 New
18,573 $611 Million

Others Institutions Holding FRDM

About EA SER TR FREEDOM 100 EMERGING


  • Ticker FRDM
  • Sector ETFs
  • Industry ETFs
More about FRDM
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.