Raymond James Financial Services Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Raymond James Financial Services Advisors’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	$12.8M	Buy	357,498 +2,138	+0.6%	+$75.3K	0.02%	755
2024 Q2	$12.6M	Buy	355,360 +6,540	+2%	+$225K	0.02%	717
2024 Q1	$11.8M	Buy	348,820 +6,462	+2%	+$207K	0.02%	726
2023 Q4	$11.3M	Buy	342,358 +8,352	+3%	+$252K	0.02%	700
2023 Q3	$9.46M	Sell	334,006 -5,105	-2%	-$157K	0.02%	724
2023 Q2	$10.6M	Buy	339,111 +2,469	+0.7%	+$74.9K	0.02%	690
2023 Q1	$9.89M	Buy	336,642 +12,691	+4%	+$372K	0.02%	698
2022 Q4	$8.93M	Buy	323,951 +7,006	+2%	+$192K	0.02%	703
2022 Q3	$7.92M	Buy	316,945 +5,070	+2%	+$142K	0.02%	719
2022 Q2	$8.6M	Buy	311,875 +8,980	+3%	+$277K	0.02%	693
2022 Q1	$10.3M	Buy	302,895 +31,156	+11%	+$1.04M	0.02%	677
2021 Q4	$9M	Buy	271,739 +4,348	+2%	+$144K	0.02%	735
2021 Q3	$8.79M	Buy	267,391 +14,246	+6%	+$482K	0.02%	720
2021 Q2	$8.68M	Buy	+253,145	New	+$8.65M	0.02%	718

Other funds holding FRDM

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 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 $1.89B AUM 26.04% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial Services Advisors's FRDM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 0.6% in Q3 2024, buying an estimated $75.3K and bringing the position to 357,498 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #755.

Raymond James Financial Services Advisors first reported a position in FRDM in Q2 2021 and has held it in 14 quarters since. 123 funds tracked by Wall St. Rank hold FRDM as of Q3 2024.

Raymond James Financial Services Advisors held 357,498 shares of Freedom 100 Emerging Markets ETF worth $12.8M as of Q3 2024.
Raymond James Financial Services Advisors bought 2,138 Freedom 100 Emerging Markets ETF shares in Q3 2024, an estimated $75.3K.
Freedom 100 Emerging Markets ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #755 holding.
Raymond James Financial Services Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q2 2021 and has held it in 14 quarters since.
123 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.