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 $788,280. This represents 0.63% of its overall portfolio holdings.

Number of Shares
33,317
Previous 37,895 12.08%
Holding current value
$788,280
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
693
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
Track This Portfolio

Track Eq Wealth Advisors, LLC Portfolio

Follow Eq Wealth Advisors, 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 Eq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eq Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email