Burt Wealth Advisors FNDX Holdings History
Burt Wealth Advisors's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 655,010.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $16.07 Mil. This investment constitutes 3.68% of their stock portfolio, and Burt Wealth Advisors now holds 0.09% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2018Q3. And since then Burt Wealth Advisors has made 23 purchases of FNDX, at an average price of $30.28, for a total of 676,393.00 shares. In addition, there have been 6 sales at an average price of $61.91 for 21,383.00 shares. Based on historical transaction data and FNDX's current price of $24.75, Burt Wealth Advisors's estimated gain on his FNDX holdings is $-2.94 Mil, reflecting a -14.37% gain to date.
Burt Wealth Advisors FNDX ($24.75) Holding Chart
Burt Wealth Advisors 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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