Avion Wealth Schwab Fundamental U S Large C Transaction History

Avion Wealth

  • $466 Million
  • Q3 2025

A detailed history of Avion Wealth transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avion Wealth holds 117 shares of FNDX stock, worth $3,108. This represents 0.0% of its overall portfolio holdings.

Number of Shares
117
Previous 117 -0.0%
Holding current value
$3,108
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$20.84 - $24.54 $2,438 - $2,871
117 New
117 $2,000
Q4 2024

Jan 29, 2025
BUY
$23.49 - $71.77 $1,832 - $5,598
78 Added 200.0%
117 $2,000
Q3 2023

Oct 20, 2023
BUY
$55.81 - $59.78 $2,176 - $2,331
39 New
39 $2,000

Others Institutions Holding FNDX

# of Institutions
777
Shares Held
632M
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
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