Triad Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,839
Closed -$41.1K 355
2024
Q2
$41.1K Buy
+1,839
New +$41.1K 0.02% 255