Farther Finance Advisors, LLC Schwab Fundamental U S Large C Transaction History

Farther Finance Advisors, LLC

$2.06 Trillion
Q2 2024

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 5,185 shares of FNDX stock, worth $370,105. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,185

Previous 1,187 336.82%

Holding current value

$370,105

Previous $79.7 Million 334.47%

% of portfolio

0.02%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$63.87 - $67.55 $255,352 - $270,064	3,998 Added 336.82%	5,185 $346 Million
Q1 2024 May 13, 2024	SELL	$60.89 - $67.39 $25,634 - $28,371	-421 Reduced 26.18%	1,187 $79.7 Million
Q4 2023 Feb 14, 2024	SELL	$53.46 - $62.11 $22,506 - $26,148	-421 Reduced 26.18%	1,187 $73.5 Million
Q2 2023 May 13, 2024	SELL	$53.84 - $57.58 $13,783 - $14,740	-256 Reduced 13.73%	1,608 $92.6 Million
Q2 2023 Sep 12, 2023	SELL	$53.84 - $57.58 $13,783 - $14,740	-256 Reduced 13.73%	1,608 $92.6 Million
Q1 2023 May 13, 2024	BUY	$52.49 - $57.54 $35,535 - $38,954	677 Added 57.03%	1,864 $102 Million
Q1 2023 Sep 12, 2023	BUY	$52.49 - $57.54 $17,899 - $19,621	341 Added 22.39%	1,864 $102 Million
Q4 2022 Sep 11, 2023	BUY	$48.43 - $56.6 $73,758 - $86,201	1,523 New	1,523 $81.4 Million

Others Institutions Holding FNDX

# of Institutions

562

Shares Held

187M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Farther Finance Advisors, LLC Schwab Fundamental U S Large C Transaction History