True Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, True Wealth Advisors, LLC holds 133,918 shares of FRDM stock, worth $4.85 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

133,918

Previous 142,021 5.71%

Holding current value

$4.85 Million

Previous $5.08 Million 13.88%

% of portfolio

1.67%

Previous 1.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$32.68 - $36.28 $264,806 - $293,976	-8,103 Reduced 5.71%	133,918 $4.38 Million
Q3 2024 Oct 29, 2024	BUY	$31.97 - $37.3 $103,774 - $121,075	3,246 Added 2.34%	142,021 $5.08 Million
Q2 2024 Jul 24, 2024	SELL	$32.03 - $35.89 $1.21 Million - $1.35 Million	-37,752 Reduced 21.39%	138,775 $4.9 Million
Q1 2024 Apr 23, 2024	BUY	$30.02 - $33.85 $244,693 - $275,911	8,151 Added 4.84%	176,527 $5.95 Million
Q4 2023 Feb 08, 2024	BUY	$27.57 - $33.04 $349,422 - $418,748	12,674 Added 8.14%	168,376 $5.54 Million
Q3 2023 Nov 07, 2023	BUY	$27.95 - $33.06 $391,244 - $462,773	13,998 Added 9.88%	155,702 $4.41 Million
Q2 2023 Jul 31, 2023	BUY	$28.78 - $32.53 $844,146 - $954,137	29,331 Added 26.1%	141,704 $4.44 Million
Q1 2023 Apr 19, 2023	BUY	$27.27 - $31.05 $3.06 Million - $3.49 Million	112,373 New	112,373 $3.3 Million

Others Institutions Holding FRDM

# of Institutions

139

Shares Held

18.2M

Call Options Held

Put Options Held

84.2K

View Full List

About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
Sector ETFs
Industry ETFs

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True Wealth Advisors, LLC Ea Ser Tr Freedom 100 Emerging Transaction History