Rfg Bristol Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $298 Billion
  • Q1 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 115,277 shares of FNDX stock, worth $2.77 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
115,277
Previous 100,370 14.85%
Holding current value
$2.77 Million
Previous $2.38 Billion 14.51%
% of portfolio
0.91%
Previous 0.78%

Shares

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

May 08, 2025
BUY
$23.03 - $25.01 $343,308 - $372,824
14,907 Added 14.85%
115,277 $2.72 Billion
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $2.36 Million - $7.2 Million
100,370 New
100,370 $2.38 Billion

Others Institutions Holding FNDX

# of Institutions
693
Shares Held
590M
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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