Strata Wealth Advisors, LLC FNDF Holdings History
Strata Wealth Advisors, LLC's Schwab Fundamental International Equity ETF Holding Summary
As of 2025-03-31, Strata Wealth Advisors, LLC held 1.45 Mil shares of Schwab Fundamental International Equity ETF(FNDF), totaling $52.56 Mil. This investment constitutes 16.34% of their stock portfolio, and Strata Wealth Advisors, LLC now holds 0.36% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.
The initial trade took place in 2022Q4. And since then Strata Wealth Advisors, LLC has made 7 purchases of FNDF, at an average price of $29.84, for a total of 1.47 Mil shares. In addition, there have been 1 sales at an average price of $35.31 for 15,444.00 shares. Based on historical transaction data and FNDF's current price of $40.04, Strata Wealth Advisors, LLC's estimated gain on his FNDF holdings is $14.93 Mil, reflecting a 34.04% gain to date.
Strata Wealth Advisors, LLC FNDF ($40.04) Holding Chart
Strata Wealth Advisors, LLC FNDF ($40.04) 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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