Boyce & Associates Wealth Consulting, Inc. FNDX Holdings History
Boyce & Associates Wealth Consulting, Inc.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, Boyce & Associates Wealth Consulting, Inc. held 181,711.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $4.47 Mil. This investment constitutes 4.08% of their stock portfolio, and Boyce & Associates Wealth Consulting, Inc. now holds 0.02% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2024Q1. And since then Boyce & Associates Wealth Consulting, Inc. has made 4 purchases of FNDX, at an average price of $24.11, for a total of 181,794.00 shares. In addition, there have been 1 sales at an average price of $66.14 for 83.00 shares. Based on historical transaction data and FNDX's current price of $24.98, Boyce & Associates Wealth Consulting, Inc.'s estimated gain on his FNDX holdings is $162,375.68, reflecting a 3.71% gain to date.
Boyce & Associates Wealth Consulting, Inc. FNDX ($24.98) Holding Chart
Boyce & Associates Wealth Consulting, 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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