Envision Financial LLC Schwab Fundamental U S Large C Transaction History

Envision Financial LLC

  • $133 Billion
  • Q1 2025

A detailed history of Envision Financial LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Envision Financial LLC holds 590,479 shares of FNDX stock, worth $13.5 Million. This represents 10.5% of its overall portfolio holdings.

Number of Shares
590,479
Previous 554,122 6.56%
Holding current value
$13.5 Million
Previous $13.1 Billion 6.25%
% of portfolio
10.5%
Previous 10.52%

Shares

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

Apr 22, 2025
BUY
$23.03 - $25.01 $837,301 - $909,288
36,357 Added 6.56%
590,479 $13.9 Billion
Q4 2024

Jan 13, 2025
BUY
$23.49 - $71.77 $13 Million - $39.8 Million
554,122 New
554,122 $13.1 Billion

Others Institutions Holding FNDX

# of Institutions
679
Shares Held
579M
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
Track This Portfolio

Track Envision Financial LLC Portfolio

Follow Envision Financial 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 Envision Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email