AWM
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Avior Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Avior Wealth Management’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-151
Closed -$4.93K – 1316
2024
Q4 		$4.93K Hold
151
– – ﹤0.01% 1860
2024
Q3 		$5.4K Sell
151
-33
-18% -$1.16K ﹤0.01% 1756
2024
Q2 		$6.5K Hold
184
– – ﹤0.01% 1648
2024
Q1 		$6.21K Buy
+184
New +$5.89K ﹤0.01% 2018

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

Avior Wealth Management's FRDM Position: Q1 2025 in Review

Avior Wealth Management sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q1 2025, closing a stake of 151 shares — an estimated $4.93K sold.

Avior Wealth Management first reported a position in FRDM in Q1 2024 and held it in 4 quarters. The position peaked at $6.5K in Q2 2024. 144 funds tracked by Wall St. Rank hold FRDM as of Q1 2025.

  • Avior Wealth Management reported no remaining Freedom 100 Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 151 Freedom 100 Emerging Markets ETF shares in Q1 2025, an estimated $4.93K.
  • Avior Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Freedom 100 Emerging Markets ETF position peaked at $6.5K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.