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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 300 shares of FNDX stock, worth $7,815. This represents 0.0% of its overall portfolio holdings.

Number of Shares
300
Previous 345 13.04%
Holding current value
$7,815
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$20.84 - $24.54 $937 - $1,104
-45 Reduced 13.04%
300 $7,000
Q1 2025

May 13, 2025
BUY
$23.03 - $25.01 $1,036 - $1,125
45 Added 15.0%
345 $8,000
Q4 2024

Feb 07, 2025
BUY
$23.49 - $71.77 $4,698 - $14,354
200 Added 200.0%
300 $7,000
Q2 2024

Aug 13, 2024
BUY
$63.87 - $67.55 $6,387 - $6,755
100 New
100 $6,000
Q1 2024

Jun 11, 2024
SELL
$60.89 - $67.39 $1,461 - $1,617
-24 Closed
0 $0
Q4 2023

Feb 09, 2024
BUY
$53.46 - $62.11 $1,069 - $1,242
20 Added 500.0%
24 $1,000
Q3 2023

Nov 03, 2023
BUY
$55.81 - $59.78 $223 - $239
4 New
4 $0

Others Institutions Holding FNDX

# of Institutions
733
Shares Held
621M
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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