Well Done LLC’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Well Done 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
2024 Q2	–	Sell	-44,034	Closed	-$1.49M	–	184
2024 Q1	$1.49M	Buy	44,034 +16,318	+59%	+$522K	0.29%	51
2023 Q4	$912K	Hold	27,716	–	–	0.18%	71
2023 Q3	$785K	Hold	27,716	–	–	0.17%	70
2023 Q2	$869K	Buy	27,716 +1,757	+7%	+$53.3K	0.18%	67
2023 Q1	$763K	Hold	25,959	–	–	0.17%	74
2022 Q4	$716K	Buy	25,959 +2,730	+12%	+$74.8K	0.15%	79
2022 Q3	$580K	Hold	23,229	–	–	0.14%	79
2022 Q2	$640K	Buy	23,229 +926	+4%	+$28.6K	0.14%	84
2022 Q1	$762K	Buy	+22,303	New	+$745K	0.15%	86

Other funds holding FRDM

RPGK

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

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

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

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 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 $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Well Done LLC's FRDM Position: Q2 2024 in Review

Well Done LLC sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q2 2024, closing a stake of 44,034 shares — an estimated $1.49M sold.

Well Done LLC first reported a position in FRDM in Q1 2022 and held it in 9 quarters. The position peaked at $1.49M in Q1 2024. 118 funds tracked by Wall St. Rank hold FRDM as of Q2 2024.

Well Done LLC reported no remaining Freedom 100 Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Well Done LLC sold 44,034 Freedom 100 Emerging Markets ETF shares in Q2 2024, an estimated $1.49M.
Well Done LLC first reported a position in Freedom 100 Emerging Markets ETF in Q1 2022 and held it in 9 quarters.
Well Done LLC's Freedom 100 Emerging Markets ETF position peaked at $1.49M in Q1 2024.
118 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2024.

Based on Well Done LLC's 13F filing for Q2 2024, filed 18 Jul 2024.