Wealth Forward, LLC FNDE Holdings History
Wealth Forward, LLC's Schwab Fundamental Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 187,199.00 shares of Schwab Fundamental Emerging Markets Equity ETF(FNDE), totaling $5.77 Mil. This investment constitutes 4.1% of their stock portfolio, and Wealth Forward, LLC now holds 0.09% of the outstanding Schwab Fundamental Emerging Markets Equity ETF(FNDE) stock.
The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 3 purchases of FNDE, at an average price of $26.95, for a total of 189,675.00 shares. In addition, there have been 2 sales at an average price of $30.21 for 2,476.00 shares. Based on historical transaction data and FNDE's current price of $33.30, Wealth Forward, LLC's estimated gain on his FNDE holdings is $1.20 Mil, reflecting a 23.42% gain to date.
Wealth Forward, LLC FNDE ($33.30) Holding Chart
Wealth Forward, LLC FNDE ($33.30) 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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