CMP
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Coston McIsaac & Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Coston McIsaac & Partners’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13K Hold
537
– – ﹤0.01% 490
2025
Q1 		$12K Hold
537
– – ﹤0.01% 471
2024
Q4 		$12K Hold
537
– – ﹤0.01% 460
2024
Q3 		$12 Buy
+537
New +$12 ﹤0.01% 465