Legend Financial Advisors, Inc. FNDX Holdings History
Legend Financial Advisors, Inc.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, Legend Financial Advisors, Inc. held 382,532.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $9.39 Mil. This investment constitutes 6.24% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0.05% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2022Q2. And since then Legend Financial Advisors, Inc. has made 6 purchases of FNDX, at an average price of $34.00, for a total of 417,158.00 shares. In addition, there have been 7 sales at an average price of $27.38 for 34,626.00 shares. Based on historical transaction data and FNDX's current price of $24.78, Legend Financial Advisors, Inc.'s estimated gain on his FNDX holdings is $-3.76 Mil, reflecting a -26.48% gain to date.
Legend Financial Advisors, Inc. FNDX ($24.78) Holding Chart
Legend Financial Advisors, Inc. FNDX ($24.78) 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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