Principal Securities, Inc. Schwab Fundamental U S Large C Transaction History

Principal Securities, Inc.

  • $3.63 Trillion
  • Q2 2024

A detailed history of Principal Securities, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Principal Securities, Inc. holds 78,140 shares of FNDX stock, worth $5.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
78,140
Previous 68,526 14.03%
Holding current value
$5.6 Million
Previous $4.62 Billion 13.34%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$63.87 - $67.55 $614,046 - $649,425
9,614 Added 14.03%
78,140 $5.23 Billion
Q1 2024

May 10, 2024
SELL
$60.89 - $67.39 $1.82 Million - $2.01 Million
-29,808 Reduced 30.31%
68,526 $4.62 Billion
Q4 2023

Feb 07, 2024
BUY
$53.46 - $62.11 $5.26 Million - $6.11 Million
98,334 New
98,334 $6.09 Billion

Others Institutions Holding FNDX

# of Institutions
564
Shares Held
187M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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