Oak Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History

Oak Wealth Advisors LLC

  • $130 Billion
  • Q4 2024

A detailed history of Oak Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 10,566 shares of FNDX stock, worth $264,255. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,566
Holding current value
$264,255
% of portfolio
0.19%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $248,195 - $758,321
10,566 New
10,566 $250 Million

Others Institutions Holding FNDX

# of Institutions
658
Shares Held
578M
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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