High Note Wealth, LLC FRDM Holdings History
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 % |
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