Pacific Wealth Strategies Group, Inc. FNDX Holdings History
Pacific Wealth Strategies Group, Inc.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Pacific Wealth Strategies Group, Inc. held 266,422.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $6.29 Mil. This investment constitutes 4.67% of their stock portfolio, and Pacific Wealth Strategies Group, Inc. now holds 0.04% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2020Q2. And since then Pacific Wealth Strategies Group, Inc. has made 17 purchases of FNDX, at an average price of $34.43, for a total of 374,628.00 shares. In addition, there have been 3 sales at an average price of $54.73 for 108,206.00 shares. Based on historical transaction data and FNDX's current price of $24.95, Pacific Wealth Strategies Group, Inc.'s estimated gain on his FNDX holdings is $-329,733.66, reflecting a -2.56% gain to date.
Pacific Wealth Strategies Group, Inc. FNDX ($24.95) Holding Chart
Pacific Wealth Strategies Group, Inc. FNDX ($24.95) 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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