AVIDIAN WEALTH SOLUTIONS, LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$2.28M
portfolio value
AVIDIAN WEALTH SOLUTIONS, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.83% | -4.06K shares | -358K | $47.76 | 47.85K |
| Q2 2022 | share | Decrease | -1.53% | -807 shares | -441K | $50.9 | 51.91K |
| Q1 2022 | share | Decrease | -4.35% | -2.39K shares | -147K | $58.5 | 52.72K |
| Q4 2021 | share | Increase | 0.00% | 55.12K shares | 3.23M | $58.61 | 55.12K |