Avidian Wealth Solutions, LLC Schwab Fundamental U S Large C Transaction History

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 205,318 shares of FNDX stock, worth $5.09 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
205,318
Previous 66,917 206.82%
Holding current value
$5.09 Million
Previous $4.8 Million 1.25%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Jan 29, 2025
BUY
$23.49 - $71.77 $3.25 Million - $9.93 Million
138,401 Added 206.82%
205,318 $4.86 Million
Q3 2024

Oct 30, 2024
BUY
$65.36 - $71.76 $10,392 - $11,409
159 Added 0.24%
66,917 $4.8 Million
Q2 2024

Aug 06, 2024
BUY
$63.87 - $67.55 $244,749 - $258,851
3,832 Added 6.09%
66,758 $4.47 Million
Q1 2024

May 03, 2024
BUY
$60.89 - $67.39 $134,810 - $149,201
2,214 Added 3.65%
62,926 $4.24 Million
Q4 2023

Feb 06, 2024
BUY
$53.46 - $62.11 $77,356 - $89,873
1,447 Added 2.44%
60,712 $3.76 Million
Q3 2023

Oct 13, 2023
BUY
$55.81 - $59.78 $120,549 - $129,124
2,160 Added 3.78%
59,265 $3.32 Million
Q2 2023

Aug 03, 2023
BUY
$53.84 - $57.58 $271,568 - $290,433
5,044 Added 9.69%
57,105 $3.29 Million
Q1 2023

May 08, 2023
BUY
$52.49 - $57.54 $209,435 - $229,584
3,990 Added 8.3%
52,061 $2.86 Million
Q4 2022

Feb 06, 2023
BUY
$48.43 - $56.6 $10,606 - $12,395
219 Added 0.46%
48,071 $2.57 Million
Q3 2022

Nov 03, 2022
SELL
$47.76 - $56.79 $194,239 - $230,964
-4,067 Reduced 7.83%
47,852 $2.29 Million
Q2 2022

Jul 29, 2022
SELL
$49.93 - $59.29 $40,293 - $47,847
-807 Reduced 1.53%
51,919 $2.64 Million
Q1 2022

May 10, 2022
SELL
$55.41 - $59.9 $132,928 - $143,700
-2,399 Reduced 4.35%
52,726 $3.08 Million
Q4 2021

Feb 14, 2022
BUY
$54.44 - $58.74 $3 Million - $3.24 Million
55,125 New
55,125 $3.23 Million

Others Institutions Holding FNDX

# of Institutions
644
Shares Held
546M
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 Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email