Midland Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History

Midland Wealth Advisors LLC

  • $1.7 Trillion
  • Q1 2025

A detailed history of Midland Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 75,204 shares of FNDX stock, worth $1.72 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
75,204
Previous 132,367 43.19%
Holding current value
$1.72 Million
Previous $3.13 Billion 43.35%
% of portfolio
0.1%
Previous 0.19%

Shares

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

Apr 14, 2025
SELL
$23.03 - $25.01 $1.32 Million - $1.43 Million
-57,163 Reduced 43.19%
75,204 $1.78 Billion
Q4 2024

Feb 07, 2025
BUY
$23.49 - $71.77 $2.19 Million - $6.68 Million
93,109 Added 237.17%
132,367 $3.13 Billion
Q3 2024

Oct 23, 2024
BUY
$65.36 - $71.76 $2.57 Million - $2.82 Million
39,258 New
39,258 $2.82 Billion

Others Institutions Holding FNDX

# of Institutions
680
Shares Held
580M
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 Midland Wealth Advisors LLC Portfolio

Follow Midland Wealth 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 Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email