Siligmueller & Norvid Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History

Siligmueller & Norvid Wealth Advisors LLC

  • $236 Billion
  • Q1 2025

A detailed history of Siligmueller & Norvid Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Siligmueller & Norvid Wealth Advisors LLC holds 150,559 shares of FNDX stock, worth $3.44 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
150,559
Previous 99,471 51.36%
Holding current value
$3.44 Million
Previous $2.36 Billion 50.91%
% of portfolio
1.5%
Previous 1.0%

Shares

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

Apr 21, 2025
BUY
$23.03 - $25.01 $1.18 Million - $1.28 Million
51,088 Added 51.36%
150,559 $3.55 Billion
Q4 2024

Feb 04, 2025
BUY
$23.49 - $71.77 $2.34 Million - $7.14 Million
99,471 New
99,471 $2.36 Billion

Others Institutions Holding FNDX

# of Institutions
681
Shares Held
580M
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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