Quadcap Wealth Management, LLC FNDX Holdings History
Quadcap Wealth Management, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Quadcap Wealth Management, LLC held 367,968.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $8.69 Mil. This investment constitutes 1.26% of their stock portfolio, and Quadcap Wealth Management, LLC now holds 0.05% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2023Q4. And since then Quadcap Wealth Management, LLC has made 4 purchases of FNDX, at an average price of $31.83, for a total of 853,387.00 shares. In addition, there have been 1 sales at an average price of $24.17 for 485,419.00 shares. Based on historical transaction data and FNDX's current price of $24.37, Quadcap Wealth Management, LLC's estimated gain on his FNDX holdings is $-6.46 Mil, reflecting a -23.79% gain to date.
Quadcap Wealth Management, LLC FNDX ($24.37) Holding Chart
Quadcap Wealth Management, LLC FNDX ($24.37) 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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