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 $111,039. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,472
Previous 3,797 17.78%
Holding current value
$111,039
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
593
Shares Held
193M
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
Track This Portfolio

Track Advisor Os, LLC Portfolio

Follow Advisor Os, LLC 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 Advisor Os, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Os, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email