Wilkins Miller Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Wilkins Miller Wealth Management, LLC

  • $133 Billion
  • Q1 2025

A detailed history of Wilkins Miller Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 169,329 shares of FNDX stock, worth $3.98 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
169,329
Previous 169,510 0.11%
Holding current value
$3.98 Million
Previous $4.01 Billion 0.4%
% of portfolio
3.01%
Previous 4.2%

Shares

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

May 13, 2025
SELL
$23.03 - $25.01 $4,168 - $4,526
-181 Reduced 0.11%
169,329 $4 Billion
Q4 2024

Feb 24, 2025
BUY
$23.49 - $71.77 $3.98 Million - $12.2 Million
169,510 New
169,510 $4.01 Billion

Others Institutions Holding FNDX

# of Institutions
690
Shares Held
590M
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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