Number of Shares
90,674.00
Current Holdings Value*
$3.28 Mil
% of Portfolio
3.77%
Total Estimate Gain
$476,577.86
% of Total Estimate Gain
14.90%

Wingate Wealth Advisors, Inc.'s Schwab Fundamental International Equity ETF Holding Summary

As of 2025-03-31, Wingate Wealth Advisors, Inc. held 90,674.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $3.28 Mil. This investment constitutes 3.77% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0.02% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.

The initial trade took place in 2024Q4. And since then Wingate Wealth Advisors, Inc. has made 1 purchases of FNDF, at an average price of $35.28, for a total of 90,674.00 shares. Based on historical transaction data and FNDF's current price of $40.54, Wingate Wealth Advisors, Inc.'s estimated gain on his FNDF holdings is $476,577.86, reflecting a 14.90% gain to date.

Wingate Wealth Advisors, Inc. FNDF ($40.54) Holding Chart

Wingate Wealth Advisors, Inc. FNDF ($40.54) 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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