JANICZEK WEALTH MANAGEMENT, LLC FNDA Holdings History
JANICZEK WEALTH MANAGEMENT, LLC's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 335,030.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $18.44 Mil. This investment constitutes 3.87% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2018Q4. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 14 purchases of FNDA, at an average price of $39.21, for a total of 598,344.00 shares. In addition, there have been 10 sales at an average price of $37.58 for 263,314.00 shares. Based on historical transaction data and FNDA's current price of $29.77, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his FNDA holdings is $-3.59 Mil, reflecting a -15.30% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC FNDA ($29.77) Holding Chart
JANICZEK WEALTH MANAGEMENT, LLC FNDA ($29.77) 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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