A detailed history of Avestar Capital, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avestar Capital, LLC holds 51,604 shares of FNDX stock, worth $1.26 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
51,604
Previous 14,511 255.62%
Holding current value
$1.26 Million
Previous $1.04 Million 17.29%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jan 29, 2025

BUY
$23.49 - $71.77 $871,314 - $2.66 Million
37,093 Added 255.62%
51,604 $1.22 Million
Q1 2024

May 10, 2024

SELL
$60.89 - $67.39 $1.19 Million - $1.32 Million
-19,564 Reduced 57.41%
14,511 $977,000
Q4 2023

Feb 12, 2024

BUY
$53.46 - $62.11 $1.82 Million - $2.12 Million
34,075 New
34,075 $2.11 Million

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Avestar Capital, LLC Portfolio

Follow Avestar Capital, 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 Avestar Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avestar Capital, LLC with notifications on news.