Avestar Capital, LLC Schwab Fundamental U S Large C Transaction History

Avestar Capital, LLC

$1.39 Billion
Q2 2025

A detailed history of Avestar Capital, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avestar Capital, LLC holds 55,762 shares of FNDX stock, worth $1.39 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

55,762

Previous 57,068 2.29%

Holding current value

$1.39 Million

Previous $1.35 Million 1.56%

% of portfolio

0.1%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$20.84 - $24.54 $27,217 - $32,049	-1,306 Reduced 2.29%	55,762 $1.37 Million
Q1 2025 May 14, 2025	BUY	$23.03 - $25.01 $125,835 - $136,654	5,464 Added 10.59%	57,068 $1.35 Million
Q4 2024 Jan 29, 2025	BUY	$23.49 - $71.77 $871,314 - $2.66 Million	37,093 Added 255.62%	51,604 $1.22 Million
Q1 2024 May 10, 2024	SELL	$60.89 - $67.39 $1.19 Million - $1.32 Million	-19,564 Reduced 57.41%	14,511 $977,000
Q4 2023 Feb 12, 2024	BUY	$53.46 - $62.11 $1.82 Million - $2.12 Million	34,075 New	34,075 $2.11 Million

Others Institutions Holding FNDX

# of Institutions

715

Shares Held

617M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Avestar Capital, LLC Schwab Fundamental U S Large C Transaction History