Retirement Planning Group, LLC FRDM Holdings History
Retirement Planning Group, LLC's Alpha Architect Freedom 100 Emerging Markets ETF Holding Summary
As of 2025-03-31, Retirement Planning Group, LLC held 2.36 Mil shares of Alpha Architect Freedom 100 Emerging Markets ETF(FRDM), totaling $82.67 Mil. This investment constitutes 3.88% of their stock portfolio, and Retirement Planning Group, LLC now holds 9.27% of the outstanding Alpha Architect Freedom 100 Emerging Markets ETF(FRDM) stock.
The initial trade took place in 2022Q3. And since then Retirement Planning Group, LLC has made 10 purchases of FRDM, at an average price of $29.70, for a total of 2.36 Mil shares. In addition, there have been 1 sales at an average price of $34.36 for 1,198.00 shares. Based on historical transaction data and FRDM's current price of $40.43, Retirement Planning Group, LLC's estimated gain on his FRDM holdings is $25.30 Mil, reflecting a 36.10% gain to date.
Retirement Planning Group, LLC FRDM ($40.43) Holding Chart
Retirement Planning Group, LLC FRDM ($40.43) 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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