Golden State Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 93 shares of FNDX stock, worth $2,471. This represents 0.0% of its overall portfolio holdings.

Number of Shares
93
Previous 93 -0.0%
Holding current value
$2,471
Previous $2.28 Million 7.19%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$23.03 - $25.01 $2,141 - $2,325
-93 Reduced 50.0%
93 $2.2 Million
Q1 2025

Apr 23, 2025
SELL
$23.03 - $25.01 $18,032 - $19,582
-783 Reduced 80.8%
186 $4,000
Q4 2024

Jan 28, 2025
BUY
$23.49 - $71.77 $22,761 - $69,545
969 New
969 $22.9 Million

Others Institutions Holding FNDX

# of Institutions
779
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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