Atria Wealth Solutions, Inc. Schwab Fundamental U S Large C Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 25,951 shares of FNDX stock, worth $689,518. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,951

Previous 45,514 42.98%

Holding current value

$689,518

Previous $1.07 Million 40.78%

% of portfolio

0.02%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$20.84 - $24.54 $407,692 - $480,076	-19,563 Reduced 42.98%	25,951 $636,000
Q1 2025 May 09, 2025	SELL	$23.03 - $25.01 $724,477 - $786,764	-31,458 Reduced 40.87%	45,514 $1.07 Million
Q4 2024 Jan 31, 2025	BUY	$23.49 - $71.77 $1.24 Million - $3.78 Million	52,736 Added 217.59%	76,972 $1.82 Million
Q3 2024 Nov 08, 2024	BUY	$65.36 - $71.76 $614,580 - $674,759	9,403 Added 63.39%	24,236 $1.74 Million
Q2 2024 Jul 22, 2024	SELL	$63.87 - $67.55 $312,643 - $330,657	-4,895 Reduced 24.81%	14,833 $993,000

Q1 2024 May 13, 2024	BUY	$60.89 - $67.39 $490,651 - $543,028	8,058 Added 69.05%	19,728 $1.33 Million
Q4 2023 Feb 02, 2024	BUY	$53.46 - $62.11 $175,669 - $204,093	3,286 Added 39.19%	11,670 $722,000
Q3 2023 Nov 08, 2023	BUY	$55.81 - $59.78 $50,229 - $53,802	900 Added 12.03%	8,384 $469,000
Q2 2023 Aug 03, 2023	BUY	$53.84 - $57.58 $9,852 - $10,537	183 Added 2.51%	7,484 $430,000
Q1 2023 Aug 22, 2023	SELL	$52.49 - $57.54 $3,831 - $4,200	-73 Reduced 0.98%	7,411 $407,000
Q1 2023 Jun 14, 2023	SELL	$52.49 - $57.54 $5,773 - $6,329	-110 Reduced 1.48%	7,301 $400,000
Q1 2023 May 10, 2023	BUY	$52.49 - $57.54 $5,773 - $6,329	110 Added 1.51%	7,411 $407,000
Q4 2022 Aug 30, 2023	SELL	$48.43 - $56.6 $8,862 - $10,357	-183 Reduced 2.45%	7,301 $390,000
Q4 2022 Feb 13, 2023	BUY	$48.43 - $56.6 $88,094 - $102,955	1,819 Added 33.18%	7,301 $390,000
Q3 2022 Nov 14, 2022	SELL	$47.76 - $56.79 $2,483 - $2,953	-52 Reduced 0.94%	5,482 $262,000
Q2 2022 Aug 15, 2022	SELL	$49.93 - $59.29 $6.38 Million - $7.58 Million	-127,870 Reduced 95.85%	5,534 $282,000
Q1 2022 May 16, 2022	BUY	$55.41 - $59.9 $7.39 Million - $7.99 Million	133,404 New	133,404 $7.81 Million

Others Institutions Holding FNDX

# of Institutions

769

Shares Held

631M

Call Options Held

Put Options Held

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Atria Wealth Solutions, Inc. Schwab Fundamental U S Large C Transaction History