Advisor Os, LLC Schwab Fundamental U S Large C Transaction History

Advisor Os, LLC

  • $968 Million
  • Q3 2024

A detailed history of Advisor Os, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Advisor Os, LLC holds 4,472 shares of FNDX stock, worth $106,344. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,472
Previous 3,797 17.78%
Holding current value
$106,344
Previous $254,000 25.98%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2024
BUY
$65.36 - $71.76 $44,118 - $48,438
675 Added 17.78%
4,472 $320,000
Q2 2024

Aug 05, 2024
SELL
$63.87 - $67.55 $17,053 - $18,035
-267 Reduced 6.57%
3,797 $254,000
Q1 2024

May 08, 2024
BUY
$60.89 - $67.39 $247,456 - $273,872
4,064 New
4,064 $273,000

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
194M
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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