SIGNATURE ESTATE & INVESTMENT ADVISORS LLC FNDX Holdings History
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 7.42 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $175.12 Mil. This investment constitutes 4.61% of their stock portfolio, and SIGNATURE ESTATE & INVESTMENT ADVISORS LLC now holds 0.99% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2023Q1. And since then SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has made 7 purchases of FNDX, at an average price of $31.57, for a total of 10.45 Mil shares. In addition, there have been 2 sales at an average price of $24.91 for 3.03 Mil shares. Based on historical transaction data and FNDX's current price of $24.75, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's estimated gain on his FNDX holdings is $-70.72 Mil, reflecting a -21.45% gain to date.
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC FNDX ($24.75) Holding Chart
SIGNATURE ESTATE & INVESTMENT ADVISORS 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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