ELEVATION WEALTH PARTNERS, LLC FNDX Holdings History
ELEVATION WEALTH PARTNERS, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 731,430.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $17.95 Mil. This investment constitutes 7.09% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.1% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2023Q1. And since then ELEVATION WEALTH PARTNERS, LLC has made 8 purchases of FNDX, at an average price of $34.79, for a total of 731,545.00 shares. In addition, there have been 1 sales at an average price of $57.70 for 115.00 shares. Based on historical transaction data and FNDX's current price of $25.16, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his FNDX holdings is $-7.04 Mil, reflecting a -27.67% gain to date.
ELEVATION WEALTH PARTNERS, LLC FNDX ($25.16) Holding Chart
ELEVATION WEALTH PARTNERS, LLC FNDX ($25.16) 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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