Solitude Financial Services FNDX Holdings History
Solitude Financial Services's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Solitude Financial Services held 910,560.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $21.50 Mil. This investment constitutes 8.35% of their stock portfolio, and Solitude Financial Services now holds 0.12% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2022Q2. And since then Solitude Financial Services has made 10 purchases of FNDX, at an average price of $35.77, for a total of 945,761.00 shares. In addition, there have been 2 sales at an average price of $24.43 for 35,201.00 shares. Based on historical transaction data and FNDX's current price of $25.02, Solitude Financial Services's estimated gain on his FNDX holdings is $-10.19 Mil, reflecting a -30.12% gain to date.
Solitude Financial Services FNDX ($25.02) Holding Chart
Solitude Financial Services FNDX ($25.02) 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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