Worth Financial Advisory Group, LLC Schwab Fundamental U S Large C Transaction History

Worth Financial Advisory Group, LLC

  • $170 Billion
  • Q3 2024

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 $159,452. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,373
Previous 5,163 23.44%
Holding current value
$159,452
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

# of Institutions
596
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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