AA Financial Advisors, LLC FNDX Holdings History
AA Financial Advisors, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, AA Financial Advisors, LLC held 10,114.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $248,200.00. This investment constitutes 0.05% of their stock portfolio, and AA Financial Advisors, LLC now holds 0% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2023Q4. And since then AA Financial Advisors, LLC has made 3 purchases of FNDX, at an average price of $34.56, for a total of 288,399.00 shares. In addition, there have been 3 sales at an average price of $23.80 for 278,285.00 shares. Based on historical transaction data and FNDX's current price of $25.08, AA Financial Advisors, LLC's estimated gain on his FNDX holdings is $-3.09 Mil, reflecting a -31.01% gain to date.
AA Financial Advisors, LLC FNDX ($25.08) Holding Chart
AA Financial Advisors, LLC FNDX ($25.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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