Clear Point Advisors Inc. FNDX Holdings History
Clear Point Advisors Inc.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, Clear Point Advisors Inc. held 39,649.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $972,990.00. This investment constitutes 0.82% of their stock portfolio, and Clear Point Advisors Inc. now holds 0.01% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 4 purchases of FNDX, at an average price of $34.18, for a total of 62,721.00 shares. In addition, there have been 2 sales at an average price of $23.37 for 23,072.00 shares. Based on historical transaction data and FNDX's current price of $25.08, Clear Point Advisors Inc.'s estimated gain on his FNDX holdings is $-610,356.36, reflecting a -28.47% gain to date.
Clear Point Advisors Inc. FNDX ($25.08) Holding Chart
Clear Point Advisors Inc. 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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