ACCESS FINANCIAL SERVICES, INC. FNDX Holdings History
ACCESS FINANCIAL SERVICES, INC.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 479,558.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $11.32 Mil. This investment constitutes 4.55% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0.07% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2023Q2. And since then ACCESS FINANCIAL SERVICES, INC. has made 7 purchases of FNDX, at an average price of $30.46, for a total of 479,746.00 shares. In addition, there have been 1 sales at an average price of $63.77 for 188.00 shares. Based on historical transaction data and FNDX's current price of $24.45, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his FNDX holdings is $-2.87 Mil, reflecting a -19.67% gain to date.
ACCESS FINANCIAL SERVICES, INC. FNDX ($24.45) Holding Chart
ACCESS FINANCIAL SERVICES, INC. FNDX ($24.45) 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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