Prosperity Wealth Management, Inc. Schwab Fundamental U S Large C Transaction History

Prosperity Wealth Management, Inc.

  • $270 Billion
  • Q2 2025

A detailed history of Prosperity Wealth Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 50,504 shares of FNDX stock, worth $1.32 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
50,504
Holding current value
$1.32 Million
% of portfolio
0.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$20.84 - $24.54 $1.05 Million - $1.24 Million
50,504 New
50,504 $1.24 Billion
Q4 2024

Feb 07, 2025
BUY
$23.49 - $71.77 $162,926 - $497,796
6,936 Added 124.23%
12,519 $296 Million
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $364,904 - $400,636
5,583 New
5,583 $401 Million
Q2 2023

Sep 12, 2023
SELL
$53.84 - $57.58 $493,012 - $527,260
-9,157 Reduced 59.63%
6,200 $357 Million
Q1 2023

Sep 12, 2023
SELL
$52.49 - $57.54 $741,683 - $813,040
-14,130 Reduced 47.92%
15,357 $843 Million
Q4 2022

Sep 12, 2023
BUY
$48.43 - $56.6 $1.43 Million - $1.67 Million
29,487 New
29,487 $1.58 Billion

Others Institutions Holding FNDX

# of Institutions
740
Shares Held
622M
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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