Number of Shares
90,668.00
Current Holdings Value*
$7.31 Mil
% of Portfolio
3.89%
Total Estimate Gain
$-4.52 Mil
% of Total Estimate Gain
-55.34%

EUDAIMONIA ADVISORS LLC's Schwab US Dividend Equity ETF Holding Summary

As of 2024-03-31, EUDAIMONIA ADVISORS LLC held 90,668.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $7.31 Mil. This investment constitutes 3.89% of their stock portfolio, and EUDAIMONIA ADVISORS LLC now holds -% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.

The initial trade took place in 2021Q4. And since then EUDAIMONIA ADVISORS LLC has made 7 purchases of SCHD, at an average price of $76.96, for a total of 106,120.00 shares. In addition, there have been 2 sales at an average price of $75.97 for 15,452.00 shares. Based on historical transaction data and SCHD's current price of $27.28, EUDAIMONIA ADVISORS LLC's estimated gain on his SCHD holdings is $-4.52 Mil, reflecting a -55.34% gain to date.

EUDAIMONIA ADVISORS LLC SCHD ($27.28) Holding Chart

EUDAIMONIA ADVISORS LLC SCHD ($27.28) 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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