Fortis Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History

Fortis Capital Advisors, LLC

  • $559 Billion
  • Q2 2025

A detailed history of Fortis Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 1,241,457 shares of FNDX stock, worth $30.9 Million. This represents 5.45% of its overall portfolio holdings.

Number of Shares
1,241,457
Previous 1,268,807 2.16%
Holding current value
$30.9 Million
Previous $30 Billion 1.7%
% of portfolio
5.45%
Previous 6.08%

Shares

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

Jul 21, 2025
SELL
$20.84 - $24.54 $569,974 - $671,169
-27,350 Reduced 2.16%
1,241,457 $30.5 Billion
Q1 2025

May 20, 2025
BUY
$23.03 - $25.01 $29.2 Million - $31.7 Million
1,268,807 New
1,268,807 $30 Billion

Others Institutions Holding FNDX

# of Institutions
715
Shares Held
617M
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 Fortis Capital Advisors, LLC Portfolio

Follow Fortis Capital 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 Fortis Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email