Number of Shares
745,583.00
Current Holdings Value*
$26.13 Mil
% of Portfolio
2.94%
Total Estimate Gain
$4.23 Mil
% of Total Estimate Gain
8.01%

Tanglewood Wealth Management, Inc.'s Alpha Architect Freedom 100 Emerging Markets ETF Holding Summary

As of 2025-03-31, Tanglewood Wealth Management, Inc. held 745,583.00 shares of Alpha Architect Freedom 100 Emerging Markets ETF(FRDM), totaling $26.13 Mil. This investment constitutes 2.94% of their stock portfolio, and Tanglewood Wealth Management, Inc. now holds 2.93% of the outstanding Alpha Architect Freedom 100 Emerging Markets ETF(FRDM) stock.

The initial trade took place in 2023Q3. And since then Tanglewood Wealth Management, Inc. has made 4 purchases of FRDM, at an average price of $33.67, for a total of 1.57 Mil shares. In addition, there have been 2 sales at an average price of $32.98 for 822,311.00 shares. Based on historical transaction data and FRDM's current price of $40.10, Tanglewood Wealth Management, Inc.'s estimated gain on his FRDM holdings is $4.23 Mil, reflecting a 8.01% gain to date.

Tanglewood Wealth Management, Inc. FRDM ($40.10) Holding Chart

Tanglewood Wealth Management, Inc. FRDM ($40.10) 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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