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FRDMFRDM
14 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in EA SERIES TRUST

ENVESTNET ASSET MANAGEMENT INC holds 586,334 shares of FRDM (EA SERIES TRUST), worth $42.7M as of 2026-Q2. The position was increased (+24.2% shares). FRDM represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$42.7M

Current Shares

586,334

Total Value Change

+$41.3M

Total Shares Change

+538,357

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
586,334
+24.2%
$42.7M0.0%$72.90
36
2026-Q1
Increased
472,044
+304.6%
$25.8M0.0%$57.22
46
2025-Q4
Decreased
116,673
-68.6%
$6M0.0%$51.45
0
2025-Q3
Increased
371,445
+4.0%
$16.5M0.0%$43.79
29
2025-Q2
Increased
356,976
+527.5%
$14.4M0.0%$39.68
45
2025-Q1
Increased
56,885
+107.9%
$2M0.0%$34.44
42
2024-Q4
Increased
27,367
+3.3%
$894,3430.0%$31.97
26
2024-Q3
Increased
26,502
+36.1%
$948,2380.0%$35.63
33
2024-Q2
Increased
19,468
+3.2%
$687,6000.0%$33.98
25
2024-Q1
Decreased
18,861
-59.3%
$636,1970.0%$32.07
0
2023-Q4
Decreased
46,289
-3.1%
$1.5M0.0%$31.26
0
2023-Q3
Decreased
47,774
-25.6%
$1.4M0.0%$26.69
0
2023-Q2
Increased
64,214
+33.8%
$2M0.0%$29.08
33
2023-Q1
New
47,977
-
$1.4M0.0%$27.22
35

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

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