Red Tortoise LLC’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Red Tortoise LLC’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 Q2	–	Sell	-826	Closed	-$25K	–	577
2023 Q1	$24.3K	Buy	826 +21	+3%	+$616	0.02%	127
2022 Q4	$22.2K	Buy	+805	New	+$22.1K	0.02%	169
2021 Q4	–	Sell	-805	Closed	-$20K	–	234
2021 Q3	$20K	Buy	+805	New	+$27.2K	0.02%	163

Other funds holding FRDM

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.89B AUM 26.04% 1-Year Est. Return

CFC

Coyle Financial Counsel Glenview, Illinois $548M AUM 25.77% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Red Tortoise LLC's FRDM Position: Q2 2023 in Review

Red Tortoise LLC sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q2 2023, closing a stake of 826 shares — an estimated $25K sold.

Red Tortoise LLC first reported a position in FRDM in Q3 2021 and held it in 3 quarters. The position peaked at $24.3K in Q1 2023. 76 funds tracked by Wall St. Rank hold FRDM as of Q2 2023.

Red Tortoise LLC reported no remaining Freedom 100 Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Red Tortoise LLC sold 826 Freedom 100 Emerging Markets ETF shares in Q2 2023, an estimated $25K.
Red Tortoise LLC first reported a position in Freedom 100 Emerging Markets ETF in Q3 2021 and held it in 3 quarters.
Red Tortoise LLC's Freedom 100 Emerging Markets ETF position peaked at $24.3K in Q1 2023.
76 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2023.

Based on Red Tortoise LLC's 13F filing for Q2 2023, filed 26 Jul 2023.