Leonard Rickey Investment Advisors P.L.L.C. FNDX Holdings History
Leonard Rickey Investment Advisors P.L.L.C.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Leonard Rickey Investment Advisors P.L.L.C. held 1.43 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $31.85 Mil. This investment constitutes 6.87% of their stock portfolio, and Leonard Rickey Investment Advisors P.L.L.C. now holds 0.19% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2018Q4. And since then Leonard Rickey Investment Advisors P.L.L.C. has made 24 purchases of FNDX, at an average price of $32.55, for a total of 1.43 Mil shares. In addition, there have been 3 sales at an average price of $49.33 for 1,549.00 shares. Based on historical transaction data and FNDX's current price of $25.02, Leonard Rickey Investment Advisors P.L.L.C.'s estimated gain on his FNDX holdings is $-10.71 Mil, reflecting a -23.04% gain to date.
Leonard Rickey Investment Advisors P.L.L.C. FNDX ($25.02) Holding Chart
Leonard Rickey Investment Advisors P.L.L.C. FNDX ($25.02) 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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