Elevate Wealth Advisory, Inc Schwab Fundamental U S Large C Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 8,874 shares of FNDX stock, worth $209,958. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,874
Previous 9,840 9.82%
Holding current value
$209,958
Previous $233 Million 10.08%
% of portfolio
0.15%
Previous 0.17%

Shares

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

May 14, 2025
SELL
$23.03 - $25.01 $22,246 - $24,159
-966 Reduced 9.82%
8,874 $210 Million
Q4 2024

Feb 11, 2025
BUY
$23.49 - $71.77 $154,094 - $470,811
6,560 Added 200.0%
9,840 $233 Million
Q1 2024

May 02, 2024
SELL
$60.89 - $67.39 $6,515 - $7,210
-107 Reduced 3.16%
3,280 $221 Million
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $181,069 - $210,366
3,387 New
3,387 $210 Million

Others Institutions Holding FNDX

# of Institutions
691
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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