Latest Institutional Purchases of Ea Ser Tr Freedom 100 Emerging (FRDM)
This list provides information on the latest institutional transactions involving Ea Ser Tr Freedom 100 Emerging (FRDM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
29.5KNew |
$945K - $1.06M
|
29.5K
$1.02M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.5KNew |
$688K - $771K
|
21.5K
$741K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.3KNew |
$394K - $441K
|
12.3K
$424K
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.82KNew |
$186K - $209K
|
5.82K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.63KNew |
$52.3K - $58.6K
|
1.63K
$56.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.5KNew |
$48K - $53.8K
|
1.5K
$51.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
472+ 6.33% |
$15.1K - $16.9K
|
7.93K
$274K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
438New |
$14K - $15.7K
|
438
$15.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
363+ 1.43% |
$11.6K - $13K
|
25.8K
$891K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
47New |
$1.51K - $1.69K
|
47
$1.62K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30New |
$961 - $1.08K
|
30
$1.04K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
164KNew |
$4.93M - $5.55M
|
164K
$5.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
26.4KNew |
$791K - $892K
|
26.4K
$909K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
16.3K+ 58.88% |
$490K - $552K
|
44K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4KNew |
$463K - $522K
|
15.4K
$533K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.25KNew |
$188K - $211K
|
6.25K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
5.1KNew |
$153K - $172K
|
5.1K
$176K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.75K+ 42.88% |
$143K - $161K
|
15.8K
$547K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
616New |
$18.5K - $20.9K
|
616
$21.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 1.39% |
$811 - $914
|
1.97K
$68K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.5K+ 214.29% |
$1.03M - $1.24M
|
55K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.1KNew |
$279K - $335K
|
10.1K
$349K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.03KNew |
$28.4K - $34K
|
1.03K
$35.5K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
41New |
$1.13K - $1.35K
|
41
$1.41K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
23New |
$634 - $760
|
23
$794
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.44K+ 2.98% |
$40.1K - $47.4K
|
49.6K
$1.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 1044.9% |
$28.6K - $33.9K
|
1.12K
$38.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
596New |
$16.7K - $19.7K
|
596
$20.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
344New |
$9.61K - $11.4K
|
344
$11.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110New |
$3.07K - $3.64K
|
110
$3.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
8+ 0.09% |
$224 - $264
|
8.96K
$309K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 3.85% |
$28 - $33.1
|
27
$932
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
3.5K+ 2.12% |
$101K - $114K
|
168K
$5.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
216New |
$6.22K - $7.03K
|
216
$7.45K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.3KNew |
$391K - $445K
|
14.3K
$494K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26KNew |
$640K - $766K
|
26K
$897K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.5KNew |
$431K - $516K
|
17.5K
$604K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$4.92K - $5.89K
|
200
$6.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
200New |
$4.92K - $5.89K
|
200
$6.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
9.33K+ 6.28% |
$233K - $283K
|
158K
$5.45M
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
32.1KNew |
$885K - $1.11M
|
32.1K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.93KNew |
$274K - $344K
|
9.93K
$343K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.09KNew |
$223K - $280K
|
8.09K
$279K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.59KNew |
$43.8K - $55K
|
1.59K
$54.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
230New |
$6.34K - $7.96K
|
230
$7.94K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.45% |
$93.5 - $104
|
210
$7.25K
|
|