Wingate Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 132,432 shares of FNDX stock, worth $2.93 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares
132,432
Previous 110,943 19.37%
Holding current value
$2.93 Million
Previous $2.63 Billion 19.02%
% of portfolio
3.6%
Previous 2.58%

Shares

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

Apr 23, 2025
BUY
$23.03 - $25.01 $494,891 - $537,439
21,489 Added 19.37%
132,432 $3.13 Billion
Q4 2024

Jan 28, 2025
BUY
$23.49 - $71.77 $2.61 Million - $7.96 Million
110,943 New
110,943 $2.63 Billion

Others Institutions Holding FNDX

# of Institutions
675
Shares Held
579M
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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