Foundations Investment Advisors, LLC Schwab Fundamental U S Large C Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 18,248 shares of FNDX stock, worth $450,360. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,248
Holding current value
$450,360
% of portfolio
0.01%

Shares

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

May 07, 2025
BUY
$23.03 - $25.01 $420,251 - $456,382
18,248 New
18,248 $430,000
Q3 2024

Oct 21, 2024
BUY
$65.36 - $71.76 $216,145 - $237,310
3,307 New
3,307 $237,000

Others Institutions Holding FNDX

# of Institutions
707
Shares Held
597M
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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