Milestone Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Milestone Investment Advisors LLC

  • $349 Million
  • Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 329,416 shares of FNDX stock, worth $8.24 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
329,416
Previous 345,949 4.78%
Holding current value
$8.24 Million
Previous $8.19 Million 5.07%
% of portfolio
2.23%
Previous 2.28%

Shares

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

Apr 28, 2025
SELL
$23.03 - $25.01 $380,754 - $413,490
-16,533 Reduced 4.78%
329,416 $7.78 Million
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $5.66 Million - $17.3 Million
241,137 Added 230.07%
345,949 $8.19 Million
Q3 2024

Oct 30, 2024
BUY
$65.36 - $71.76 $358,695 - $393,818
5,488 Added 5.53%
104,812 $7.52 Million
Q2 2024

Aug 13, 2024
BUY
$63.87 - $67.55 $2 Million - $2.11 Million
31,271 Added 45.95%
99,324 $6.65 Million
Q1 2024

May 14, 2024
BUY
$60.89 - $67.39 $1.89 Million - $2.09 Million
31,037 Added 83.85%
68,053 $4.59 Million
Q4 2023

Feb 09, 2024
BUY
$53.46 - $62.11 $57,095 - $66,333
1,068 Added 2.97%
37,016 $2.29 Million
Q3 2023

Nov 08, 2023
BUY
$55.81 - $59.78 $985,660 - $1.06 Million
17,661 Added 96.58%
35,948 $2.01 Million
Q2 2023

Aug 02, 2023
BUY
$53.84 - $57.58 $50,178 - $53,664
932 Added 5.37%
18,287 $1.05 Million
Q1 2023

May 16, 2023
BUY
$52.49 - $57.54 $209 - $230
4 Added 0.02%
17,355 $953,000
Q4 2022

Mar 15, 2023
BUY
$48.43 - $56.6 $840,308 - $982,066
17,351 New
17,351 $927 Million

Others Institutions Holding FNDX

# of Institutions
698
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
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment 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 Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email