Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$2,012.79
% of Total Estimate Gain
9.73%

Kalos Management, Inc.'s Schwab Fundamental U.S. Broad Market ETF Holding Summary

As of 2023-09-30, Kalos Management, Inc. held - shares of Schwab Fundamental U.S. Broad Market ETF(FNDB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kalos Management, Inc. now holds 0% of the outstanding Schwab Fundamental U.S. Broad Market ETF(FNDB) stock.

The initial trade took place in 2022Q4. And since then Kalos Management, Inc. has made 1 purchases of FNDB, at an average price of $52.10, for a total of 397.00 shares. In addition, there have been 1 sales at an average price of $57.17 for 397.00 shares. Based on historical transaction data and FNDB's current price of $24.53, Kalos Management, Inc.'s estimated gain on his FNDB holdings is $2,012.79, reflecting a 9.73% gain to date.

Kalos Management, Inc. FNDB ($24.53) Holding Chart

Kalos Management, Inc. FNDB ($24.53) 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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