Heritage Wealth Management, Inc. FNDF Holdings History
Heritage Wealth Management, Inc.'s Schwab Fundamental International Equity ETF Holding Summary
As of 2025-03-31, Heritage Wealth Management, Inc. held 14,865.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $537,220.00. This investment constitutes 0.18% of their stock portfolio, and Heritage Wealth Management, Inc. now holds 0% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.
The initial trade took place in 2025Q1. And since then Heritage Wealth Management, Inc. has made 1 purchases of FNDF, at an average price of $35.31, for a total of 14,865.00 shares. Based on historical transaction data and FNDF's current price of $39.98, Heritage Wealth Management, Inc.'s estimated gain on his FNDF holdings is $69,419.55, reflecting a 13.23% gain to date.
Heritage Wealth Management, Inc. FNDF ($39.98) Holding Chart
Heritage Wealth Management, Inc. FNDF ($39.98) 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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