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

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 666 shares of FNDX stock, worth $17,349. This represents 0.0% of its overall portfolio holdings.

Number of Shares
666
Previous 2,217 69.96%
Holding current value
$17,349
Previous $52,000 69.23%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$20.84 - $24.54 $32,322 - $38,061
-1,551 Reduced 69.96%
666 $16,000
Q1 2025

May 15, 2025
BUY
$23.03 - $25.01 $29,777 - $32,337
1,293 Added 139.94%
2,217 $52,000
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $21,704 - $66,315
924 New
924 $21,000
Q1 2024

May 15, 2024
SELL
$60.89 - $67.39 $6,332 - $7,008
-104 Reduced 40.94%
150 $10,000
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $5,559 - $6,459
104 Added 69.33%
254 $15,000
Q2 2022

Aug 15, 2022
BUY
$49.93 - $59.29 $7,489 - $8,893
150 New
150 $8,000

Others Institutions Holding FNDX

# of Institutions
739
Shares Held
622M
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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