Avant Capital LLC FNDX Holdings History
Avant Capital LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Avant Capital LLC held 219,310.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $5.18 Mil. This investment constitutes 4.31% of their stock portfolio, and Avant Capital LLC now holds 0.03% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2021Q4. And since then Avant Capital LLC has made 7 purchases of FNDX, at an average price of $34.35, for a total of 220,571.00 shares. In addition, there have been 2 sales at an average price of $53.03 for 1,261.00 shares. Based on historical transaction data and FNDX's current price of $24.67, Avant Capital LLC's estimated gain on his FNDX holdings is $-2.10 Mil, reflecting a -27.70% gain to date.
Avant Capital LLC FNDX ($24.67) Holding Chart
Avant Capital LLC FNDX ($24.67) 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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