PTM WEALTH MANAGEMENT, LLC FNDX Holdings History
PTM WEALTH MANAGEMENT, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, PTM WEALTH MANAGEMENT, LLC held 1.21 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $30.36 Mil. This investment constitutes 20.09% of their stock portfolio, and PTM WEALTH MANAGEMENT, LLC now holds 0.16% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2025Q1. And since then PTM WEALTH MANAGEMENT, LLC has made 1 purchases of FNDX, at an average price of $24.13, for a total of 1.21 Mil shares. Based on historical transaction data and FNDX's current price of $25.08, PTM WEALTH MANAGEMENT, LLC's estimated gain on his FNDX holdings is $1.15 Mil, reflecting a 3.93% gain to date.
PTM WEALTH MANAGEMENT, LLC FNDX ($25.08) Holding Chart
PTM WEALTH MANAGEMENT, LLC FNDX ($25.08) 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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