HHM Wealth Advisors, LLC FNDE Holdings History
HHM Wealth Advisors, LLC's Schwab Fundamental Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, HHM Wealth Advisors, LLC held 516,443.00 shares of Schwab Fundamental Emerging Markets Equity ETF(FNDE), totaling $15.91 Mil. This investment constitutes 2.14% of their stock portfolio, and HHM Wealth Advisors, LLC now holds 0.24% of the outstanding Schwab Fundamental Emerging Markets Equity ETF(FNDE) stock.
The initial trade took place in 2020Q4. And since then HHM Wealth Advisors, LLC has made 15 purchases of FNDE, at an average price of $26.61, for a total of 530,722.00 shares. In addition, there have been 3 sales at an average price of $28.38 for 14,279.00 shares. Based on historical transaction data and FNDE's current price of $33.64, HHM Wealth Advisors, LLC's estimated gain on his FNDE holdings is $3.66 Mil, reflecting a 25.90% gain to date.
HHM Wealth Advisors, LLC FNDE ($33.64) Holding Chart
HHM Wealth Advisors, LLC FNDE ($33.64) 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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