STAGE HARBOR FINANCIAL, LLC FNDX Holdings History
STAGE HARBOR FINANCIAL, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 180,904.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $4.27 Mil. This investment constitutes 3.62% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.02% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2023Q4. And since then STAGE HARBOR FINANCIAL, LLC has made 1 purchases of FNDX, at an average price of $64.84, for a total of 190,051.00 shares. In addition, there have been 2 sales at an average price of $63.95 for 9,147.00 shares. Based on historical transaction data and FNDX's current price of $24.75, STAGE HARBOR FINANCIAL, LLC's estimated gain on his FNDX holdings is $-7.26 Mil, reflecting a -58.92% gain to date.
STAGE HARBOR FINANCIAL, LLC FNDX ($24.75) Holding Chart
STAGE HARBOR FINANCIAL, 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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