GSB Wealth Management, LLC FNDA Holdings History
GSB Wealth Management, LLC's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-06-30, GSB Wealth Management, LLC held 310,459.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $8.89 Mil. This investment constitutes 2.18% of their stock portfolio, and GSB Wealth Management, LLC now holds 0.11% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2022Q4. And since then GSB Wealth Management, LLC has made 11 purchases of FNDA, at an average price of $34.58, for a total of 310,459.00 shares. Based on historical transaction data and FNDA's current price of $29.43, GSB Wealth Management, LLC's estimated gain on his FNDA holdings is $-1.60 Mil, reflecting a -14.89% gain to date.
GSB Wealth Management, LLC FNDA ($29.43) Holding Chart
GSB Wealth Management, LLC FNDA ($29.43) 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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