Eq Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Eq Wealth Advisors, LLC

  • $126 Billion
  • Q1 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 33,317 shares of FNDX stock, worth $753,630. This represents 0.63% of its overall portfolio holdings.

Number of Shares
33,317
Previous 37,895 12.08%
Holding current value
$753,630
Previous $897 Million 12.34%
% of portfolio
0.63%
Previous 0.86%

Shares

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

Apr 22, 2025
SELL
$23.03 - $25.01 $105,431 - $114,495
-4,578 Reduced 12.08%
33,317 $787 Million
Q4 2024

Jan 24, 2025
BUY
$23.49 - $71.77 $890,153 - $2.72 Million
37,895 New
37,895 $897 Million

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
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