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

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 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 481,186 shares of FNDX stock, worth $12 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
481,186
Holding current value
$12 Million
% of portfolio
0.14%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
698
Shares Held
594M
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email