Allen Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Allen Wealth Management, LLC

  • $144 Billion
  • Q3 2024

A detailed history of Allen Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Allen Wealth Management, LLC holds 312,738 shares of FNDX stock, worth $7.7 Million. This represents 15.56% of its overall portfolio holdings.

Number of Shares
312,738
Holding current value
$7.7 Million
% of portfolio
15.56%

Shares

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

Oct 29, 2024
BUY
$65.36 - $71.76 $20.4 Million - $22.4 Million
312,738 New
312,738 $22.4 Billion

Others Institutions Holding FNDX

# of Institutions
575
Shares Held
191M
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
Track This Portfolio

Track Allen Wealth Management, LLC Portfolio

Follow Allen Wealth Management, 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 Allen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email