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FRDMFRDM
8 quarters

Position history for FWFocus Partners Wealth's holdings in EA SERIES TRUST

Focus Partners Wealth holds 158,675 shares of FRDM (EA SERIES TRUST), worth $11.6M as of 2026-Q2. The position was increased (+19.2% shares). FRDM represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$11.6M

Current Shares

158,675

Total Value Change

-$180.5M

Total Shares Change

-665,783

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
158,675
+19.2%
$11.6M0.0%$72.90
33
2026-Q1
Increased
133,104
+1.4%
$7.3M0.0%$57.22
28
2025-Q4
Increased
131,311
+37.9%
$6.7M0.0%$51.45
36
2025-Q3
Increased
95,201
+56.1%
$4.2M0.0%$43.79
38
2025-Q2
Decreased
60,967
-14.8%
$2.5M0.0%$39.68
0
2025-Q1
Decreased
71,529
-45.4%
$2.5M0.0%$34.44
0
2024-Q4
Decreased
130,930
-84.1%
$4.3M0.0%$31.97
0
2024-Q3
New
824,458
-
$192.1M0.6%$35.63
60

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

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