A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 16,617 shares of FNDX stock, worth $404,956. This represents 0.87% of its overall portfolio holdings.

Number of Shares
16,617
Holding current value
$404,956
% of portfolio
0.87%

Shares

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

Nov 07, 2024

BUY
$65.36 - $71.76 $1.09 Million - $1.19 Million
16,617 New
16,617 $1.19 Billion
Q2 2024

Nov 08, 2024

SELL
$63.87 - $67.55 $31,487 - $33,302
-493 Reduced 2.97%
16,124 $1.08 Million
Q1 2024

Nov 12, 2024

BUY
$60.89 - $67.39 $51,452 - $56,944
845 Added 5.96%
15,026 $1.01 Billion
Q4 2023

Nov 12, 2024

SELL
$53.46 - $62.11 $130,228 - $151,299
-2,436 Reduced 14.66%
14,181 $878 Million

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Mid Atlantic Capital Management, Inc. Portfolio

Follow Mid Atlantic Capital Management, Inc. 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 Mid Atlantic Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mid Atlantic Capital Management, Inc. with notifications on news.