Principia Wealth Advisory, LLC Schwab Fundamental U S Large C Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 65,499 shares of FNDX stock, worth $1.49 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
65,499
Previous 61,030 7.32%
Holding current value
$1.49 Million
Previous $1.45 Billion 1.84%
% of portfolio
1.41%
Previous 1.36%

Shares

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

Apr 11, 2025
BUY
$23.03 - $25.01 $102,921 - $111,769
4,469 Added 7.32%
65,499 $1.47 Billion
Q4 2024

Apr 11, 2025
BUY
$23.49 - $71.77 $1.43 Million - $4.38 Million
61,030 New
61,030 $1.45 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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