Yardley Wealth Management LLC Ea Ser Tr Freedom 100 Emerging Call Options Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FRDM
# of Institutions
126Shares Held
15.2MCall Options Held
0Put Options Held
0-
Retirement Planning Group1.85MShares$64.2 Million4.19% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.5MShares$52.2 Million0.1% of portfolio
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Northwestern Mutual Wealth Management CO1.38MShares$48 Million0.04% of portfolio
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Willis Johnson & Associates, Inc.875KShares$30.3 Million2.38% of portfolio
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Tanglewood Wealth Management, Inc.578KShares$20 Million2.28% of portfolio