Shakespeare Wealth Management, LLC's ownership history for FNDX

Shakespeare Wealth Management, LLC currently holds 167.4K shares with a market value of $4.7M. It started holding FNDX on 2024-09-30. At its peak, it held 181.0K shares on 2024-12-31. Its highest holding value was $4.7M on 2026-03-31. At its lowest, it held 63.0K shares on 2024-09-30, with a value of $4.2M on 2025-03-31. In the recent 180 days, Shakespeare Wealth Management, LLC has decreased its shares by 5.1K. In the recent year, Shakespeare Wealth Management, LLC has decreased its shares by 9.7K.