Stratos Wealth Partners, Ltd. Schwab Fundamental U S Large C Transaction History

Stratos Wealth Partners, Ltd.

  • $6.32 Billion
  • Q1 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 23,252 shares of FNDX stock, worth $550,607. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,252
Previous 60,860 61.79%
Holding current value
$550,607
Previous $1.44 Million 61.97%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Apr 30, 2025
SELL
$23.03 - $25.01 $866,112 - $940,576
-37,608 Reduced 61.79%
23,252 $548,000
Q4 2024

Jan 27, 2025
BUY
$23.49 - $71.77 $1.43 Million - $4.37 Million
60,860 New
60,860 $1.44 Million
Q2 2022

Jul 22, 2022
SELL
$49.93 - $59.29 $377,021 - $447,698
-7,551 Closed
0 $0
Q1 2022

Apr 26, 2022
BUY
$55.41 - $59.9 $418,400 - $452,304
7,551 New
7,551 $442,000
Q2 2018

Aug 13, 2018
SELL
N/A
-80 Closed
0 $0
Q1 2018

May 10, 2018
BUY
N/A
80 New
80 $3,000

Others Institutions Holding FNDX

# of Institutions
691
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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