Atlantic Edge Private Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $389 Billion
  • Q3 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 699 shares of FNDX stock, worth $18,572. This represents 0.0% of its overall portfolio holdings.

Number of Shares
699
Previous 699 -0.0%
Holding current value
$18,572
Previous $17.2 Million 7.17%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$23.49 - $71.77 $10,946 - $33,444
466 Added 200.0%
699 $16.6 Million
Q2 2024

Jul 26, 2024
BUY
$63.87 - $67.55 $63 - $67
1 Added 0.43%
233 $15.6 Million
Q4 2023

Feb 08, 2024
BUY
$53.46 - $62.11 $12,402 - $14,409
232 New
232 $14.4 Million

Others Institutions Holding FNDX

# of Institutions
771
Shares Held
631M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email