RESTON WEALTH MANAGEMENT LLC FNDX Holdings History
RESTON WEALTH MANAGEMENT LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 2.18 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $51.39 Mil. This investment constitutes 20.77% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0.3% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2018Q4. And since then RESTON WEALTH MANAGEMENT LLC has made 18 purchases of FNDX, at an average price of $31.52, for a total of 2.21 Mil shares. In addition, there have been 7 sales at an average price of $42.47 for 28,794.00 shares. Based on historical transaction data and FNDX's current price of $25.20, RESTON WEALTH MANAGEMENT LLC's estimated gain on his FNDX holdings is $-13.45 Mil, reflecting a -19.34% gain to date.
RESTON WEALTH MANAGEMENT LLC FNDX ($25.20) Holding Chart
RESTON WEALTH MANAGEMENT LLC FNDX ($25.20) 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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