Sensible Money, LLC FNDE Holdings History

Number of Shares
89,134.00
Current Holdings Value*
$2.75 Mil
% of Portfolio
1.18%
Total Estimate Gain
$767,982.51
% of Total Estimate Gain
33.26%

Sensible Money, LLC's Schwab Fundamental Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, Sensible Money, LLC held 89,134.00 shares of Schwab Fundamental Emerging Markets Equity ETF(FNDE), totaling $2.75 Mil. This investment constitutes 1.18% of their stock portfolio, and Sensible Money, LLC now holds 0.04% of the outstanding Schwab Fundamental Emerging Markets Equity ETF(FNDE) stock.

The initial trade took place in 2022Q4. And since then Sensible Money, LLC has made 2 purchases of FNDE, at an average price of $24.52, for a total of 94,163.00 shares. In addition, there have been 7 sales at an average price of $27.90 for 5,029.00 shares. Based on historical transaction data and FNDE's current price of $32.95, Sensible Money, LLC's estimated gain on his FNDE holdings is $767,982.51, reflecting a 33.26% gain to date.

Sensible Money, LLC FNDE ($32.95) Holding Chart

Sensible Money, LLC FNDE ($32.95) 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