Asset Allocation Strategies LLC Schwab Fundamental U S Large C Transaction History

Asset Allocation Strategies LLC

  • $351 Billion
  • Q3 2024

A detailed history of Asset Allocation Strategies LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 64,252 shares of FNDX stock, worth $1.6 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
64,252
Previous 11,495 458.96%
Holding current value
$1.6 Million
Previous $770 Million 498.82%
% of portfolio
1.31%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 18, 2024
BUY
$65.36 - $71.76 $3.45 Million - $3.79 Million
52,757 Added 458.96%
64,252 $4.61 Billion
Q2 2024

Jul 31, 2024
BUY
$63.87 - $67.55 $734,185 - $776,487
11,495 New
11,495 $770 Million

Others Institutions Holding FNDX

# of Institutions
593
Shares Held
193M
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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