Atlantic Edge Private Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $389 Billion
  • Q3 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 699 shares of FNDX stock, worth $18,208. This represents 0.0% of its overall portfolio holdings.

Number of Shares
699
Previous 699 -0.0%
Holding current value
$18,208
Previous $17.2 Million 7.17%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$23.49 - $71.77 $10,946 - $33,444
466 Added 200.0%
699 $16.6 Million
Q2 2024

Jul 26, 2024
BUY
$63.87 - $67.55 $63 - $67
1 Added 0.43%
233 $15.6 Million
Q4 2023

Feb 08, 2024
BUY
$53.46 - $62.11 $12,402 - $14,409
232 New
232 $14.4 Million

Others Institutions Holding FNDX

# of Institutions
738
Shares Held
621M
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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