Wealth Forward, LLC's ownership history for FNDX

Wealth Forward, LLC currently holds 561.9K shares with a market value of $15.7M. It started holding FNDX on 2024-09-30. At its peak, it held 561.9K shares on 2026-03-31. Its highest holding value was $15.7M on 2026-03-31. At its lowest, it held 171.8K shares on 2024-09-30, with a value of $11.7M on 2025-03-31. In the recent 180 days, Wealth Forward, LLC has increased its shares by 15.6K. In the recent year, Wealth Forward, LLC has increased its shares by 66.5K.