Aspire Wealth Management Corp FNDX Holdings History
Aspire Wealth Management Corp's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 428,046.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $10.24 Mil. This investment constitutes 5.52% of their stock portfolio, and Aspire Wealth Management Corp now holds 0.02% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 8 purchases of FNDX, at an average price of $34.40, for a total of 432,286.00 shares. In addition, there have been 3 sales at an average price of $57.28 for 4,240.00 shares. Based on historical transaction data and FNDX's current price of $25.02, Aspire Wealth Management Corp's estimated gain on his FNDX holdings is $-3.92 Mil, reflecting a -26.34% gain to date.
Aspire Wealth Management Corp FNDX ($25.02) Holding Chart
Aspire Wealth Management Corp 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
