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FRDMFRDM
9 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in EA SERIES TRUST

Aptus Capital Advisors, LLC holds 664,025 shares of FRDM (EA SERIES TRUST), worth $48.4M as of 2026-Q2. The position was increased (+0.3% shares). FRDM represents 0.3% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$48.4M

Current Shares

664,025

Total Value Change

+$48.3M

Total Shares Change

+660,505

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
664,025
+0.3%
$48.4M0.3%$72.90
35
2026-Q1
Decreased
662,086
-1.2%
$36.2M0.3%$57.22
0
2025-Q4
Increased
670,142
+0.3%
$34.4M0.2%$51.45
35
2025-Q3
Increased
668,218
+1.5%
$29.6M0.2%$43.79
35
2025-Q2
Increased
658,174
+91.5%
$26.6M0.2%$39.68
54
2025-Q1
Increased
343,723
+9.8%
$12M0.1%$34.44
37
2024-Q4
Increased
313,168
+7547.6%
$10.2M0.1%$31.97
53
2024-Q3
Increased
4,095
+16.3%
$146,5190.0%$35.63
26
2024-Q2
New
3,520
-
$124,3260.0%$33.98
31

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

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