Number of Shares
669,986.00
Current Holdings Value*
$24.21 Mil
% of Portfolio
1.69%
Total Estimate Gain
$8.44 Mil
% of Total Estimate Gain
29.96%

Resonant Capital Advisors, LLC's Schwab Fundamental International Equity ETF Holding Summary

As of 2025-03-31, Resonant Capital Advisors, LLC held 669,986.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $24.21 Mil. This investment constitutes 1.69% of their stock portfolio, and Resonant Capital Advisors, LLC now holds 0.17% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.

The initial trade took place in 2019Q4. And since then Resonant Capital Advisors, LLC has made 17 purchases of FNDF, at an average price of $28.71, for a total of 981,811.00 shares. In addition, there have been 4 sales at an average price of $30.20 for 311,825.00 shares. Based on historical transaction data and FNDF's current price of $40.62, Resonant Capital Advisors, LLC's estimated gain on his FNDF holdings is $8.44 Mil, reflecting a 29.96% gain to date.

Resonant Capital Advisors, LLC FNDF ($40.62) Holding Chart

Resonant Capital Advisors, LLC FNDF ($40.62) 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 %

Top Ranked Articles

  • 1