Capital Advisors Wealth Management, LLC FNDF Holdings History
Capital Advisors Wealth Management, LLC's Schwab Fundamental International Equity ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 771,340.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $27.88 Mil. This investment constitutes 4.92% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.19% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.
The initial trade took place in 2023Q1. And since then Capital Advisors Wealth Management, LLC has made 7 purchases of FNDF, at an average price of $32.19, for a total of 1.05 Mil shares. In addition, there have been 2 sales at an average price of $35.38 for 278,617.00 shares. Based on historical transaction data and FNDF's current price of $39.98, Capital Advisors Wealth Management, LLC's estimated gain on his FNDF holdings is $6.90 Mil, reflecting a 20.42% gain to date.
Capital Advisors Wealth Management, LLC FNDF ($39.98) Holding Chart
Capital Advisors Wealth Management, LLC FNDF ($39.98) 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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