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Raymond James & Associates’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Raymond James & Associates’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
2024
Q3 		$821K Buy
22,934
+298
+1% +$10.5K ﹤0.01% 2811
2024
Q2 		$800K Buy
22,636
+10,173
+82% +$350K ﹤0.01% 2782
2024
Q1 		$420K Buy
12,463
+770
+7% +$24.6K ﹤0.01% 3172
2023
Q4 		$385K Buy
11,693
+580
+5% +$17.5K ﹤0.01% 3123
2023
Q3 		$315K Sell
11,113
-2,186
-16% -$67.4K ﹤0.01% 3187
2023
Q2 		$417K Buy
13,299
+2,166
+19% +$65.7K ﹤0.01% 3049
2023
Q1 		$327K Buy
11,133
+2,548
+30% +$74.8K ﹤0.01% 3184
2022
Q4 		$237K Sell
8,585
-894
-9% -$24.5K ﹤0.01% 3352
2022
Q3 		$237K Buy
+9,479
New +$265K ﹤0.01% 3333

Other funds holding FRDM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 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

Raymond James & Associates's FRDM Position: Q3 2024 in Review

Raymond James & Associates increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 1.3% in Q3 2024, buying an estimated $10.5K and bringing the position to 22,934 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #2811.

Raymond James & Associates first reported a position in FRDM in Q3 2022 and has held it in 9 quarters since. 123 funds tracked by Wall St. Rank hold FRDM as of Q3 2024.

  • Raymond James & Associates held 22,934 shares of Freedom 100 Emerging Markets ETF worth $821K as of Q3 2024.
  • Raymond James & Associates bought 298 Freedom 100 Emerging Markets ETF shares in Q3 2024, an estimated $10.5K.
  • Freedom 100 Emerging Markets ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2811 holding.
  • Raymond James & Associates first reported a position in Freedom 100 Emerging Markets ETF in Q3 2022 and has held it in 9 quarters since.
  • 123 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.