Aa Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History

Aa Financial Advisors, LLC

  • $375 Billion
  • Q4 2024

A detailed history of Aa Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 283,744 shares of FNDX stock, worth $7 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
283,744
Previous 93,864 202.29%
Holding current value
$7 Million
Previous $6.74 Billion 0.25%
% of portfolio
1.79%
Previous 1.95%

Shares

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

Jan 23, 2025
BUY
$23.49 - $71.77 $4.46 Million - $13.6 Million
189,880 Added 202.29%
283,744 $6.72 Billion
Q3 2024

Oct 18, 2024
BUY
$65.36 - $71.76 $97,909 - $107,496
1,498 Added 1.62%
93,864 $6.74 Billion
Q2 2024

Jul 16, 2024
SELL
$63.87 - $67.55 $86,735 - $91,732
-1,358 Reduced 1.45%
92,366 $6.19 Billion
Q1 2024

May 03, 2024
SELL
$60.89 - $67.39 $132,192 - $146,303
-2,171 Reduced 2.26%
93,724 $6.32 Billion
Q4 2023

Apr 02, 2024
BUY
$53.46 - $62.11 $5.13 Million - $5.96 Million
95,895 New
95,895 $5.94 Billion

Others Institutions Holding FNDX

# of Institutions
606
Shares Held
225M
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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