SOA Wealth Advisors, LLC. FNDF Holdings History
SOA Wealth Advisors, LLC.'s Schwab Fundamental International Equity ETF Holding Summary
As of 2025-03-31, SOA Wealth Advisors, LLC. held 310,697.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $11.23 Mil. This investment constitutes 2.34% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0.08% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 14 purchases of FNDF, at an average price of $31.98, for a total of 358,817.00 shares. In addition, there have been 4 sales at an average price of $29.25 for 48,120.00 shares. Based on historical transaction data and FNDF's current price of $39.84, SOA Wealth Advisors, LLC.'s estimated gain on his FNDF holdings is $2.31 Mil, reflecting a 20.15% gain to date.
SOA Wealth Advisors, LLC. FNDF ($39.84) Holding Chart
SOA Wealth Advisors, LLC. FNDF ($39.84) 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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