Investment Planning Advisors, Inc. FRDM Holdings History
Investment Planning Advisors, Inc.'s Alpha Architect Freedom 100 Emerging Markets ETF Holding Summary
As of 2025-06-30, Investment Planning Advisors, Inc. held 416,007.00 shares of Alpha Architect Freedom 100 Emerging Markets ETF(FRDM), totaling $16.81 Mil. This investment constitutes 5.94% of their stock portfolio, and Investment Planning Advisors, Inc. now holds 1.38% of the outstanding Alpha Architect Freedom 100 Emerging Markets ETF(FRDM) stock.
The initial trade took place in 2024Q2. And since then Investment Planning Advisors, Inc. has made 3 purchases of FRDM, at an average price of $35.82, for a total of 416,007.00 shares. Based on historical transaction data and FRDM's current price of $41.10, Investment Planning Advisors, Inc.'s estimated gain on his FRDM holdings is $2.20 Mil, reflecting a 14.74% gain to date.
Investment Planning Advisors, Inc. FRDM ($41.10) Holding Chart
Investment Planning Advisors, Inc. FRDM ($41.10) 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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