CAHILL FINANCIAL ADVISORS INC FNDX Holdings History
CAHILL FINANCIAL ADVISORS INC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, CAHILL FINANCIAL ADVISORS INC held 659,065.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $15.56 Mil. This investment constitutes 2.11% of their stock portfolio, and CAHILL FINANCIAL ADVISORS INC 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 CAHILL FINANCIAL ADVISORS INC has made 22 purchases of FNDX, at an average price of $35.13, for a total of 1.00 Mil shares. In addition, there have been 5 sales at an average price of $26.07 for 343,707.00 shares. Based on historical transaction data and FNDX's current price of $24.54, CAHILL FINANCIAL ADVISORS INC's estimated gain on his FNDX holdings is $-10.09 Mil, reflecting a -28.65% gain to date.
CAHILL FINANCIAL ADVISORS INC FNDX ($24.54) Holding Chart
CAHILL FINANCIAL ADVISORS INC FNDX ($24.54) 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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