ALLEN WEALTH MANAGEMENT, LLC FNDX Holdings History
ALLEN WEALTH MANAGEMENT, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, ALLEN WEALTH MANAGEMENT, LLC held 963,381.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $22.75 Mil. This investment constitutes 15.66% of their stock portfolio, and ALLEN WEALTH MANAGEMENT, LLC now holds 0.13% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2024Q3. And since then ALLEN WEALTH MANAGEMENT, LLC has made 3 purchases of FNDX, at an average price of $23.04, for a total of 963,381.00 shares. Based on historical transaction data and FNDX's current price of $24.75, ALLEN WEALTH MANAGEMENT, LLC's estimated gain on his FNDX holdings is $1.65 Mil, reflecting a 7.42% gain to date.
ALLEN WEALTH MANAGEMENT, LLC FNDX ($24.75) Holding Chart
ALLEN WEALTH MANAGEMENT, LLC FNDX ($24.75) 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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