Boulay Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History

Boulay Financial Advisors, LLC

  • $299 Billion
  • Q1 2025

A detailed history of Boulay Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Boulay Financial Advisors, LLC holds 6,271,529 shares of FNDX stock, worth $155 Million. This represents 46.8% of its overall portfolio holdings.

Number of Shares
6,271,529
Holding current value
$155 Million
% of portfolio
46.8%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$23.03 - $25.01 $144 Million - $157 Million
6,271,529 New
6,271,529 $140 Billion

Others Institutions Holding FNDX

# of Institutions
693
Shares Held
590M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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