Wingate Wealth Advisors, Inc. FNDX Holdings History
Wingate Wealth Advisors, Inc.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 132,432.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $3.13 Mil. This investment constitutes 3.6% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0.02% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2024Q4. And since then Wingate Wealth Advisors, Inc. has made 1 purchases of FNDX, at an average price of $24.24, for a total of 132,432.00 shares. Based on historical transaction data and FNDX's current price of $24.75, Wingate Wealth Advisors, Inc.'s estimated gain on his FNDX holdings is $67,935.12, reflecting a 2.12% gain to date.
Wingate Wealth Advisors, Inc. FNDX ($24.75) Holding Chart
Wingate Wealth Advisors, Inc. FNDX ($24.75) 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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