Pasadena Private Wealth, LLC FNDA Holdings History
Pasadena Private Wealth, LLC's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-03-31, Pasadena Private Wealth, LLC held 514,288.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $14.09 Mil. This investment constitutes 2.71% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 0.17% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2022Q4. And since then Pasadena Private Wealth, LLC has made 4 purchases of FNDA, at an average price of $43.02, for a total of 733,229.00 shares. In addition, there have been 4 sales at an average price of $48.34 for 218,941.00 shares. Based on historical transaction data and FNDA's current price of $29.45, Pasadena Private Wealth, LLC's estimated gain on his FNDA holdings is $-5.81 Mil, reflecting a -18.43% gain to date.
Pasadena Private Wealth, LLC FNDA ($29.45) Holding Chart
Pasadena Private Wealth, LLC FNDA ($29.45) 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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