Advocate Group LLC Schwab Fundamental U S Large C Transaction History

Advocate Group LLC

  • $608 Million
  • Q3 2025

A detailed history of Advocate Group LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Advocate Group LLC holds 9,405 shares of FNDX stock, worth $245,000. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,405
Previous 9,405 -0.0%
Holding current value
$245,000
Previous $230,000 7.39%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 21, 2025
BUY
$23.49 - $71.77 $147,282 - $449,997
6,270 Added 200.0%
9,405 $222,000
Q3 2024

Oct 08, 2024
SELL
$65.36 - $71.76 $11,045 - $12,127
-169 Reduced 5.12%
3,135 $224,000
Q2 2024

Jul 10, 2024
BUY
$63.87 - $67.55 $211,026 - $223,185
3,304 New
3,304 $221,000

Others Institutions Holding FNDX

# of Institutions
732
Shares Held
621M
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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