Wealth Forward, LLC Schwab Fundamental U S Large C Transaction History

Wealth Forward, LLC

  • $143 Billion
  • Q3 2024

A detailed history of Wealth Forward, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wealth Forward, LLC holds 171,814 shares of FNDX stock, worth $4.06 Million. This represents 8.65% of its overall portfolio holdings.

Number of Shares
171,814
Previous 172,916 0.64%
Holding current value
$4.06 Million
Previous $11.6 Billion 6.45%
% of portfolio
8.65%
Previous 9.05%

Shares

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

Oct 28, 2024
SELL
$65.36 - $71.76 $72,026 - $79,079
-1,102 Reduced 0.64%
171,814 $12.3 Billion
Q2 2024

Jul 19, 2024
BUY
$63.87 - $67.55 $60,995 - $64,510
955 Added 0.56%
172,916 $11.6 Billion
Q1 2024

May 07, 2024
BUY
$60.89 - $67.39 $260,426 - $288,227
4,277 Added 2.55%
171,961 $11.6 Billion
Q4 2023

Feb 21, 2024
BUY
$53.46 - $62.11 $8.96 Million - $10.4 Million
167,684 New
167,684 $10.4 Billion

Others Institutions Holding FNDX

# of Institutions
597
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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