Wealth Forward, LLC FNDX Holdings History
Wealth Forward, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 495,490.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $11.70 Mil. This investment constitutes 8.32% of their stock portfolio, and Wealth Forward, LLC now holds 0.07% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 3 purchases of FNDX, at an average price of $34.71, for a total of 515,442.00 shares. In addition, there have been 2 sales at an average price of $24.24 for 19,952.00 shares. Based on historical transaction data and FNDX's current price of $24.91, Wealth Forward, LLC's estimated gain on his FNDX holdings is $-5.07 Mil, reflecting a -28.32% gain to date.
Wealth Forward, LLC FNDX ($24.91) Holding Chart
Wealth Forward, LLC FNDX ($24.91) 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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