Bell Investment Advisors, Inc FNDX Holdings History
Bell Investment Advisors, Inc's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Bell Investment Advisors, Inc held 2.14 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $50.55 Mil. This investment constitutes 9.34% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0.29% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2021Q3. And since then Bell Investment Advisors, Inc has made 12 purchases of FNDX, at an average price of $33.62, for a total of 2.17 Mil shares. In addition, there have been 1 sales at an average price of $66.14 for 32,235.00 shares. Based on historical transaction data and FNDX's current price of $24.98, Bell Investment Advisors, Inc's estimated gain on his FNDX holdings is $-17.44 Mil, reflecting a -23.87% gain to date.
Bell Investment Advisors, Inc FNDX ($24.98) Holding Chart
Bell Investment Advisors, Inc FNDX ($24.98) 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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