Bruce G. Allen Investments, LLC FNDX Holdings History
Bruce G. Allen Investments, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, Bruce G. Allen Investments, LLC held 351,704.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $8.63 Mil. This investment constitutes 6.54% of their stock portfolio, and Bruce G. Allen Investments, LLC now holds 0.05% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2023Q4. And since then Bruce G. Allen Investments, LLC has made 4 purchases of FNDX, at an average price of $35.51, for a total of 358,698.00 shares. In addition, there have been 2 sales at an average price of $38.57 for 6,994.00 shares. Based on historical transaction data and FNDX's current price of $25.08, Bruce G. Allen Investments, LLC's estimated gain on his FNDX holdings is $-3.65 Mil, reflecting a -28.64% gain to date.
Bruce G. Allen Investments, LLC FNDX ($25.08) Holding Chart
Bruce G. Allen Investments, LLC FNDX ($25.08) 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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