Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / FREEDOM 100 EM
-
Number of holders
-
45
-
Total 13F shares, excl. options
-
4,423,639
-
Shares change
-
+84,426
-
Total reported value, excl. options
-
$110,555,028
-
Value change
-
+$1,618,945
-
Number of buys
-
29
-
Number of sells
-
-19
-
Price
-
$24.99
Significant Holders of EA SERIES TRUST - FREEDOM 100 EM (FRDM) as of Q3 2022
56 filings reported holding FRDM - EA SERIES TRUST - FREEDOM 100 EM as of Q3 2022.
EA SERIES TRUST - FREEDOM 100 EM (FRDM) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,423,639 shares
.
Largest 10 shareholders include Retirement Planning Group (1,514,581 shares), Kathmere Capital Management, LLC (438,380 shares), Coyle Financial Counsel LLC (373,617 shares), Raymond James Financial Services Advisors, Inc. (316,945 shares), Thrivent Financial for Lutherans (258,511 shares), HighTower Advisors, LLC (210,073 shares), WCG Wealth Advisors LLC (189,778 shares), Beaumont Financial Partners, LLC (157,926 shares), Bull Oak Capital, LLC (142,191 shares), and New England Private Wealth Advisors LLC (90,765 shares).
This table shows the top 45 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.