MOLLER WEALTH PARTNERS FNDX Holdings History
MOLLER WEALTH PARTNERS's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, MOLLER WEALTH PARTNERS held 873,902.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $21.45 Mil. This investment constitutes 4.74% of their stock portfolio, and MOLLER WEALTH PARTNERS now holds 0.12% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2019Q1. And since then MOLLER WEALTH PARTNERS has made 18 purchases of FNDX, at an average price of $31.04, for a total of 954,313.00 shares. In addition, there have been 8 sales at an average price of $41.95 for 80,411.00 shares. Based on historical transaction data and FNDX's current price of $24.75, MOLLER WEALTH PARTNERS's estimated gain on his FNDX holdings is $-4.62 Mil, reflecting a -15.59% gain to date.
MOLLER WEALTH PARTNERS FNDX ($24.75) Holding Chart
MOLLER WEALTH PARTNERS FNDX ($24.75) 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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