Number of Shares
153,537.00
Current Holdings Value*
$4.73 Mil
% of Portfolio
1.9%
Total Estimate Gain
$428,368.23
% of Total Estimate Gain
9.23%

ACCESS FINANCIAL SERVICES, INC.'s Schwab Fundamental Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 153,537.00 shares of Schwab Fundamental Emerging Markets Equity ETF(FNDE), totaling $4.73 Mil. This investment constitutes 1.9% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0.07% of the outstanding Schwab Fundamental Emerging Markets Equity ETF(FNDE) stock.

The initial trade took place in 2025Q1. And since then ACCESS FINANCIAL SERVICES, INC. has made 1 purchases of FNDE, at an average price of $30.22, for a total of 153,537.00 shares. Based on historical transaction data and FNDE's current price of $33.01, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his FNDE holdings is $428,368.23, reflecting a 9.23% gain to date.

ACCESS FINANCIAL SERVICES, INC. FNDE ($33.01) Holding Chart

ACCESS FINANCIAL SERVICES, INC. FNDE ($33.01) 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