Wealth Forward, LLC FNDA Holdings History
Wealth Forward, LLC's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 620,943.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $17.01 Mil. This investment constitutes 12.1% of their stock portfolio, and Wealth Forward, LLC now holds 0.21% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 3 purchases of FNDA, at an average price of $38.91, for a total of 635,068.00 shares. In addition, there have been 2 sales at an average price of $30.29 for 14,125.00 shares. Based on historical transaction data and FNDA's current price of $29.65, Wealth Forward, LLC's estimated gain on his FNDA holdings is $-5.87 Mil, reflecting a -23.76% gain to date.
Wealth Forward, LLC FNDA ($29.65) Holding Chart
Wealth Forward, 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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