Riverpoint Wealth Management Holdings, LLC FNDA Holdings History
Riverpoint Wealth Management Holdings, LLC's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-03-31, Riverpoint Wealth Management Holdings, LLC held 1.07 Mil shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $29.28 Mil. This investment constitutes 7.56% of their stock portfolio, and Riverpoint Wealth Management Holdings, LLC now holds 0.36% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2018Q3. And since then Riverpoint Wealth Management Holdings, LLC has made 23 purchases of FNDA, at an average price of $34.09, for a total of 1.18 Mil shares. In addition, there have been 4 sales at an average price of $39.14 for 107,448.00 shares. Based on historical transaction data and FNDA's current price of $28.69, Riverpoint Wealth Management Holdings, LLC's estimated gain on his FNDA holdings is $-5.23 Mil, reflecting a -13.03% gain to date.
Riverpoint Wealth Management Holdings, LLC FNDA ($28.69) Holding Chart
Riverpoint Wealth Management Holdings, LLC FNDA ($28.69) 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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