Resonant Capital Advisors, LLC FNDX Holdings History
Resonant Capital Advisors, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Resonant Capital Advisors, LLC held 1.26 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $29.77 Mil. This investment constitutes 2.08% of their stock portfolio, and Resonant Capital Advisors, LLC now holds 0.17% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2019Q4. And since then Resonant Capital Advisors, LLC has made 19 purchases of FNDX, at an average price of $31.85, for a total of 1.57 Mil shares. In addition, there have been 2 sales at an average price of $54.84 for 311,927.00 shares. Based on historical transaction data and FNDX's current price of $24.86, Resonant Capital Advisors, LLC's estimated gain on his FNDX holdings is $-1.65 Mil, reflecting a -3.29% gain to date.
Resonant Capital Advisors, LLC FNDX ($24.86) Holding Chart
Resonant Capital Advisors, LLC FNDX ($24.86) 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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