OLVIG
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Oliver Lagore Vanvalin Investment Group’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2023
Q3 		– Sell
-216
Closed -$6.77K – 865
2023
Q2 		$6.77K Buy
+216
New +$6.55K ﹤0.01% 536

Other funds holding FRDM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FRDM Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q3 2023, closing a stake of 216 shares — an estimated $6.77K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FRDM in Q2 2023 and held it in 1 quarter. The position peaked at $6.77K in Q2 2023. 82 funds tracked by Wall St. Rank hold FRDM as of Q3 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Freedom 100 Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 216 Freedom 100 Emerging Markets ETF shares in Q3 2023, an estimated $6.77K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Freedom 100 Emerging Markets ETF in Q2 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Freedom 100 Emerging Markets ETF position peaked at $6.77K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.