Number of Shares
62,347.00
Current Holdings Value*
$2.19 Mil
% of Portfolio
0.54%
Total Estimate Gain
$346,340.41
% of Total Estimate Gain
15.95%

High Note Wealth, LLC's Alpha Architect Freedom 100 Emerging Markets ETF Holding Summary

As of 2025-03-31, High Note Wealth, LLC held 62,347.00 shares of Alpha Architect Freedom 100 Emerging Markets ETF(FRDM), totaling $2.19 Mil. This investment constitutes 0.54% of their stock portfolio, and High Note Wealth, LLC now holds 0.22% of the outstanding Alpha Architect Freedom 100 Emerging Markets ETF(FRDM) stock.

The initial trade took place in 2024Q3. And since then High Note Wealth, LLC has made 3 purchases of FRDM, at an average price of $34.82, for a total of 62,347.00 shares. Based on historical transaction data and FRDM's current price of $40.38, High Note Wealth, LLC's estimated gain on his FRDM holdings is $346,340.41, reflecting a 15.95% gain to date.

High Note Wealth, LLC FRDM ($40.38) Holding Chart

High Note Wealth, LLC FRDM ($40.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1