Avidian Wealth Solutions, LLC Schwab Fundamental U S Large C Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 206,337 shares of FNDX stock, worth $5.04 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
206,337
Previous 205,318 0.5%
Holding current value
$5.04 Million
Previous $4.86 Million 0.21%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Apr 25, 2025
BUY
$23.03 - $25.01 $23,467 - $25,485
1,019 Added 0.5%
206,337 $4.87 Million
Q4 2024

Jan 29, 2025
BUY
$23.49 - $71.77 $3.25 Million - $9.93 Million
138,401 Added 206.82%
205,318 $4.86 Million
Q3 2024

Oct 30, 2024
BUY
$65.36 - $71.76 $10,392 - $11,409
159 Added 0.24%
66,917 $4.8 Million
Q2 2024

Aug 06, 2024
BUY
$63.87 - $67.55 $244,749 - $258,851
3,832 Added 6.09%
66,758 $4.47 Million
Q1 2024

May 03, 2024
BUY
$60.89 - $67.39 $134,810 - $149,201
2,214 Added 3.65%
62,926 $4.24 Million
Q4 2023

Feb 06, 2024
BUY
$53.46 - $62.11 $77,356 - $89,873
1,447 Added 2.44%
60,712 $3.76 Million
Q3 2023

Oct 13, 2023
BUY
$55.81 - $59.78 $120,549 - $129,124
2,160 Added 3.78%
59,265 $3.32 Million
Q2 2023

Aug 03, 2023
BUY
$53.84 - $57.58 $271,568 - $290,433
5,044 Added 9.69%
57,105 $3.29 Million
Q1 2023

May 08, 2023
BUY
$52.49 - $57.54 $209,435 - $229,584
3,990 Added 8.3%
52,061 $2.86 Million
Q4 2022

Feb 06, 2023
BUY
$48.43 - $56.6 $10,606 - $12,395
219 Added 0.46%
48,071 $2.57 Million
Q3 2022

Nov 03, 2022
SELL
$47.76 - $56.79 $194,239 - $230,964
-4,067 Reduced 7.83%
47,852 $2.29 Million
Q2 2022

Jul 29, 2022
SELL
$49.93 - $59.29 $40,293 - $47,847
-807 Reduced 1.53%
51,919 $2.64 Million
Q1 2022

May 10, 2022
SELL
$55.41 - $59.9 $132,928 - $143,700
-2,399 Reduced 4.35%
52,726 $3.08 Million
Q4 2021

Feb 14, 2022
BUY
$54.44 - $58.74 $3 Million - $3.24 Million
55,125 New
55,125 $3.23 Million

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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