Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / FREEDOM 100 EM
-
Number of holders
-
120
-
Total 13F shares, excl. options
-
14,969,557
-
Shares change
-
+1,141,231
-
Total reported value, excl. options
-
$535,397,959
-
Value change
-
+$41,075,915
-
Number of buys
-
67
-
Number of sells
-
-47
-
Price
-
$35.78
Significant Holders of EA SERIES TRUST - FREEDOM 100 EM (FRDM) as of Q3 2024
131 filings reported holding FRDM - EA SERIES TRUST - FREEDOM 100 EM as of Q3 2024.
EA SERIES TRUST - FREEDOM 100 EM (FRDM) has 120 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14,969,557 shares
.
Largest 10 shareholders include Retirement Planning Group, LLC (1,850,375 shares), Thrivent Financial for Lutherans (1,504,235 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1,382,928 shares), Tanglewood Wealth Management, Inc. (881,196 shares), Willis Johnson & Associates, Inc. (874,613 shares), Kathmere Capital Management, LLC (501,193 shares), Intelligence Driven Advisers, LLC (479,256 shares), Coyle Financial Counsel LLC (393,161 shares), Raymond James Financial Services Advisors, Inc. (357,498 shares), and HighTower Advisors, LLC (346,519 shares).
This table shows the top 120 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.