HHM Wealth Advisors, LLC FNDF Holdings History
HHM Wealth Advisors, LLC's Schwab Fundamental International Equity ETF Holding Summary
As of 2025-03-31, HHM Wealth Advisors, LLC held 304,183.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $10.99 Mil. This investment constitutes 1.48% of their stock portfolio, and HHM Wealth Advisors, LLC now holds 0.07% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.
The initial trade took place in 2019Q4. And since then HHM Wealth Advisors, LLC has made 18 purchases of FNDF, at an average price of $30.60, for a total of 354,249.00 shares. In addition, there have been 4 sales at an average price of $23.31 for 50,066.00 shares. Based on historical transaction data and FNDF's current price of $40.10, HHM Wealth Advisors, LLC's estimated gain on his FNDF holdings is $2.53 Mil, reflecting a 23.31% gain to date.
HHM Wealth Advisors, LLC FNDF ($40.10) Holding Chart
HHM Wealth Advisors, LLC FNDF ($40.10) 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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