Wisconsin Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Wisconsin Wealth Advisors, LLC

  • $105 Billion
  • Q3 2025

A detailed history of Wisconsin Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wisconsin Wealth Advisors, LLC holds 12,389 shares of FNDX stock, worth $328,556. This represents 0.31% of its overall portfolio holdings.

Number of Shares
12,389
Previous 14,406 14.0%
Holding current value
$328,556
Previous $354 Million 7.83%
% of portfolio
0.31%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
$24.38 - $26.34 $49,174 - $53,127
-2,017 Reduced 14.0%
12,389 $326 Million
Q2 2025

Aug 12, 2025
BUY
$20.84 - $24.54 $300,221 - $353,523
14,406 New
14,406 $354 Million

Others Institutions Holding FNDX

# of Institutions
727
Shares Held
620M
Call Options Held
0
Put Options Held
0
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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