Bogart Wealth, LLC FNDE Holdings History
Bogart Wealth, LLC's Schwab Fundamental Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 1.76 Mil shares of Schwab Fundamental Emerging Markets Equity ETF(FNDE), totaling $54.20 Mil. This investment constitutes 2.56% of their stock portfolio, and Bogart Wealth, LLC now holds 0.83% of the outstanding Schwab Fundamental Emerging Markets Equity ETF(FNDE) stock.
The initial trade took place in 2021Q2. And since then Bogart Wealth, LLC has made 5 purchases of FNDE, at an average price of $30.29, for a total of 2.94 Mil shares. In addition, there have been 5 sales at an average price of $30.75 for 1.18 Mil shares. Based on historical transaction data and FNDE's current price of $34.03, Bogart Wealth, LLC's estimated gain on his FNDE holdings is $7.14 Mil, reflecting a 8.01% gain to date.
Bogart Wealth, LLC FNDE ($34.03) Holding Chart
Bogart Wealth, LLC FNDE ($34.03) 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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