Congress Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Congress Wealth Management LLC holds 470,486 shares of FNDX stock, worth $11.7 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
470,486
Previous 481,186 2.22%
Holding current value
$11.7 Million
Previous $11.4 Million 1.63%
% of portfolio
0.12%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$20.84 - $24.54 $222,988 - $262,578
-10,700 Reduced 2.22%
470,486 $11.5 Million
Q1 2025

May 14, 2025
BUY
$23.03 - $25.01 $11.1 Million - $12 Million
481,186 New
481,186 $11.4 Million

Others Institutions Holding FNDX

# of Institutions
715
Shares Held
617M
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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