Shore Point Advisors, LLC FNDA Holdings History
Shore Point Advisors, LLC's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-06-30, Shore Point Advisors, LLC held 416,415.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $11.93 Mil. This investment constitutes 5.74% of their stock portfolio, and Shore Point Advisors, LLC now holds 0.14% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2021Q4. And since then Shore Point Advisors, LLC has made 10 purchases of FNDA, at an average price of $40.49, for a total of 419,531.00 shares. In addition, there have been 4 sales at an average price of $49.54 for 3,116.00 shares. Based on historical transaction data and FNDA's current price of $29.65, Shore Point Advisors, LLC's estimated gain on his FNDA holdings is $-4.48 Mil, reflecting a -26.40% gain to date.
Shore Point Advisors, LLC FNDA ($29.65) Holding Chart
Shore Point Advisors, LLC FNDA ($29.65) 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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