Opes Advisors Inc FNDA Holdings History
Opes Advisors Inc's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2018-12-31, Opes Advisors Inc held 143,090.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $4.70 Mil. This investment constitutes 5.17% of their stock portfolio, and Opes Advisors Inc now holds 0.15% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2018Q3. And since then Opes Advisors Inc has made 2 purchases of FNDA, at an average price of $40.75, for a total of 143,090.00 shares. Based on historical transaction data and FNDA's current price of $29.77, Opes Advisors Inc's estimated gain on his FNDA holdings is $-1.57 Mil, reflecting a -26.95% gain to date.
Opes Advisors Inc FNDA ($29.77) Holding Chart
Opes Advisors Inc 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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