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 $1.88 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
75,204
Previous 132,367 43.19%
Holding current value
$1.88 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
695
Shares Held
594M
Call Options Held
0
Put Options Held
117
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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