Number of Shares
86,929.00
Current Holdings Value*
$2.05 Mil
% of Portfolio
1.42%
Total Estimate Gain
$73,889.65
% of Total Estimate Gain
3.52%

Aberdeen Wealth Management LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary

As of 2025-03-31, Aberdeen Wealth Management LLC held 86,929.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $2.05 Mil. This investment constitutes 1.42% of their stock portfolio, and Aberdeen Wealth Management LLC now holds 0.01% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.

The initial trade took place in 2025Q1. And since then Aberdeen Wealth Management LLC has made 1 purchases of FNDX, at an average price of $24.17, for a total of 86,929.00 shares. Based on historical transaction data and FNDX's current price of $25.02, Aberdeen Wealth Management LLC's estimated gain on his FNDX holdings is $73,889.65, reflecting a 3.52% gain to date.

Aberdeen Wealth Management LLC FNDX ($25.02) Holding Chart

Aberdeen Wealth Management LLC FNDX ($25.02) 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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