Lee Financial Co FNDX Holdings History
Lee Financial Co's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Lee Financial Co held 2.49 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $58.83 Mil. This investment constitutes 8.99% of their stock portfolio, and Lee Financial Co now holds 0.33% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2020Q2. And since then Lee Financial Co has made 13 purchases of FNDX, at an average price of $34.18, for a total of 2.55 Mil shares. In addition, there have been 5 sales at an average price of $54.52 for 61,583.00 shares. Based on historical transaction data and FNDX's current price of $24.91, Lee Financial Co's estimated gain on his FNDX holdings is $-21.86 Mil, reflecting a -25.04% gain to date.
Lee Financial Co FNDX ($24.91) Holding Chart
Lee Financial Co FNDX ($24.91) 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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