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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
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
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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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.