A detailed history of American Capital Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, American Capital Advisory, LLC holds 592 shares of FNDX stock, worth $14,699. This represents 0.02% of its overall portfolio holdings.

Number of Shares
592
Previous 584 1.37%
Holding current value
$14,699
Previous $36.2 Million 17.4%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 30, 2024

BUY
$65.36 - $71.76 $522 - $574
8 Added 1.37%
592 $42.5 Million
Q2 2024

Jul 29, 2024

BUY
$63.87 - $67.55 $574 - $607
9 Added 1.57%
584 $36.2 Million
Q1 2024

Apr 29, 2024

SELL
$60.89 - $67.39 $548 - $606
-9 Reduced 1.54%
575 $31.6 Million
Q4 2023

Apr 09, 2024

BUY
$53.46 - $62.11 $31,220 - $36,272
584 New
584 $36.2 Million

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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