Opes Advisors Inc FNDX Holdings History
Opes Advisors Inc's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2018-12-31, Opes Advisors Inc held 109,144.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $3.71 Mil. This investment constitutes 4.08% of their stock portfolio, and Opes Advisors Inc now holds 0.06% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2018Q3. And since then Opes Advisors Inc has made 1 purchases of FNDX, at an average price of $38.80, for a total of 115,415.00 shares. In addition, there have been 1 sales at an average price of $36.87 for 6,271.00 shares. Based on historical transaction data and FNDX's current price of $24.75, Opes Advisors Inc's estimated gain on his FNDX holdings is $-1.55 Mil, reflecting a -34.51% gain to date.
Opes Advisors Inc FNDX ($24.75) Holding Chart
Opes Advisors Inc FNDX ($24.75) 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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