Wealth Advisory Team LLC Schwab Fundamental U S Large C Transaction History

Wealth Advisory Team LLC

  • $107 Billion
  • Q2 2025

A detailed history of Wealth Advisory Team LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wealth Advisory Team LLC holds 28,219 shares of FNDX stock, worth $735,104. This represents 0.65% of its overall portfolio holdings.

Number of Shares
28,219
Holding current value
$735,104
% of portfolio
0.65%

Shares

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

Jul 25, 2025
BUY
$20.84 - $24.54 $588,083 - $692,494
28,219 New
28,219 $692 Million

Others Institutions Holding FNDX

# of Institutions
732
Shares Held
621M
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
Track This Portfolio

Track Wealth Advisory Team LLC Portfolio

Follow Wealth Advisory Team LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisory Team LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Team LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email