Strata Wealth Advisors, LLC FNDX Holdings History
Strata Wealth Advisors, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Strata Wealth Advisors, LLC held 595,702.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $14.06 Mil. This investment constitutes 4.37% of their stock portfolio, and Strata Wealth Advisors, LLC now holds 0.08% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2023Q1. And since then Strata Wealth Advisors, LLC has made 6 purchases of FNDX, at an average price of $34.32, for a total of 607,975.00 shares. In addition, there have been 2 sales at an average price of $25.22 for 12,273.00 shares. Based on historical transaction data and FNDX's current price of $24.92, Strata Wealth Advisors, LLC's estimated gain on his FNDX holdings is $-5.71 Mil, reflecting a -27.38% gain to date.
Strata Wealth Advisors, LLC FNDX ($24.92) Holding Chart
Strata Wealth Advisors, LLC FNDX ($24.92) 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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