ORG Wealth Partners’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

ORG Wealth Partners’s Portfolio FRE Stock Details FRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,677	Closed	-$26.7K	–	697
2025 Q1	$26.7K	Buy	+4,677	New	+$26.7K	0.01%	402

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Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return