WWA
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Wingate Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wingate Wealth Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.15M Buy
209,862
+77,430
+58% +$1.9M 4.59% 2
2025
Q1 		$3.13M Buy
132,432
+21,489
+19% +$507K 3.6% 2
2024
Q4 		$2.63M Buy
+110,943
New +$2.63M 2.58% 4