Magnolia Private Wealth, LLC Schwab Fundamental U S Large C Transaction History

Magnolia Private Wealth, LLC

  • $121 Billion
  • Q1 2025

A detailed history of Magnolia Private Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 257,515 shares of FNDX stock, worth $5.88 Million. This represents 5.01% of its overall portfolio holdings.

Number of Shares
257,515
Previous 266,379 3.33%
Holding current value
$5.88 Million
Previous $6.31 Billion 3.61%
% of portfolio
5.01%
Previous 5.42%

Shares

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

Apr 15, 2025
SELL
$23.03 - $25.01 $204,137 - $221,688
-8,864 Reduced 3.33%
257,515 $6.08 Billion
Q4 2024

Feb 04, 2025
BUY
$23.49 - $71.77 $6.26 Million - $19.1 Million
266,379 New
266,379 $6.31 Billion

Others Institutions Holding FNDX

# of Institutions
679
Shares Held
579M
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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