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FRDMFRDM
17 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in EA SERIES TRUST

LPL Financial LLC holds 1.1M shares of FRDM (EA SERIES TRUST), worth $79.1M as of 2026-Q2. The position was increased (+41.4% shares). FRDM represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$79.1M

Current Shares

1.1M

Total Value Change

+$78.7M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+41.4%
$79.1M0.0%$72.90
40
2026-Q1
Increased
767,211
+81.6%
$41.9M0.0%$57.22
45
2025-Q4
Increased
422,560
+40.9%
$21.7M0.0%$51.45
38
2025-Q3
Increased
299,961
+32.1%
$13.3M0.0%$43.79
36
2025-Q2
Increased
227,106
+25.4%
$9.2M0.0%$39.68
34
2025-Q1
Increased
181,137
+14.6%
$6.3M0.0%$34.44
31
2024-Q4
Decreased
158,107
-14.4%
$5.2M0.0%$31.97
0
2024-Q3
Increased
184,704
+10.5%
$6.6M0.0%$35.63
30
2024-Q2
Increased
167,167
+20.8%
$5.9M0.0%$33.98
32
2024-Q1
Decreased
138,395
-26.8%
$4.7M0.0%$32.07
0
2023-Q4
Increased
189,030
+21.0%
$6.2M0.0%$31.26
32
2023-Q3
Increased
156,216
+822.0%
$4.4M0.0%$26.69
43
2023-Q2
Decreased
16,944
-5.4%
$531,2770.0%$29.08
0
2023-Q1
Decreased
17,910
-25.9%
$526,3870.0%$27.22
0
2022-Q4
Decreased
24,160
-0.1%
$666,2120.0%$25.46
0
2022-Q3
Increased
24,185
+72.3%
$604,0000.0%$22.52
36
2022-Q2
New
14,036
-
$387,0000.0%$25.14
33

Other major holders of FRDM: Focus Partners Wealth, WELLS FARGO & COMPANY/MN, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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