Delphi Private Advisors LLC FNDA Holdings History
Delphi Private Advisors LLC's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2019-06-30, Delphi Private Advisors LLC held 96,003.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $3.62 Mil. This investment constitutes 18.63% of their stock portfolio, and Delphi Private Advisors LLC now holds 0.1% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2018Q3. And since then Delphi Private Advisors LLC has made 1 purchases of FNDA, at an average price of $40.77, for a total of 165,885.00 shares. In addition, there have been 3 sales at an average price of $36.51 for 69,882.00 shares. Based on historical transaction data and FNDA's current price of $29.77, Delphi Private Advisors LLC's estimated gain on his FNDA holdings is $-1.35 Mil, reflecting a -20.01% gain to date.
Delphi Private Advisors LLC FNDA ($29.77) Holding Chart
Delphi Private Advisors LLC FNDA ($29.77) 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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