A detailed history of Worth Financial Advisory Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 6,373 shares of FNDX stock, worth $150,848. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,373
Previous 5,163 23.44%
Holding current value
$150,848
Previous $346 Million 32.24%
% of portfolio
0.27%
Previous 0.23%

Shares

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

Oct 24, 2024

BUY
$65.36 - $71.76 $79,085 - $86,829
1,210 Added 23.44%
6,373 $457 Million
Q2 2024

Jul 26, 2024

BUY
$63.87 - $67.55 $103,022 - $108,958
1,613 Added 45.44%
5,163 $346 Million
Q1 2024

Apr 30, 2024

BUY
$60.89 - $67.39 $216,159 - $239,234
3,550 New
3,550 $239 Million

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.