Wealth Forward, LLC FNDE Holdings History

Number of Shares
187,199.00
Current Holdings Value*
$5.77 Mil
% of Portfolio
4.1%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
23.42%

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 %

Top Ranked Articles

  • 1