Magnolia Private Wealth, LLC FNDX Holdings History
Magnolia Private Wealth, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Magnolia Private Wealth, LLC held 257,515.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $6.08 Mil. This investment constitutes 5.01% of their stock portfolio, and Magnolia Private Wealth, LLC now holds 0.04% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $24.17 for 8,864.00 shares. Based on historical transaction data and FNDX's current price of $24.73, Magnolia Private Wealth, LLC's estimated gain on his FNDX holdings is $122,898.08, reflecting a 1.90% gain to date.
Magnolia Private Wealth, LLC FNDX ($24.73) Holding Chart
Magnolia Private Wealth, LLC FNDX ($24.73) 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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