Pasadena Private Wealth, LLC FNDX Holdings History
Pasadena Private Wealth, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Pasadena Private Wealth, LLC held 604,197.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $14.27 Mil. This investment constitutes 2.75% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 0.08% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2022Q3. And since then Pasadena Private Wealth, LLC has made 5 purchases of FNDX, at an average price of $45.18, for a total of 1.21 Mil shares. In addition, there have been 4 sales at an average price of $54.34 for 606,219.00 shares. Based on historical transaction data and FNDX's current price of $24.75, Pasadena Private Wealth, LLC's estimated gain on his FNDX holdings is $-6.80 Mil, reflecting a -12.43% gain to date.
Pasadena Private Wealth, LLC FNDX ($24.75) Holding Chart
Pasadena Private Wealth, LLC 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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