WAG
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Windsor Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Windsor Advisory Group’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
Q1 		– Sell
-5,520
Closed -$131K – 59
2024
Q4 		$131K Buy
+5,520
New +$131K 0.15% 54