Allen Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Allen Wealth Management, LLC

  • $145 Billion
  • Q1 2025

A detailed history of Allen Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Allen Wealth Management, LLC holds 963,381 shares of FNDX stock, worth $23.1 Million. This represents 15.66% of its overall portfolio holdings.

Number of Shares
963,381
Previous 945,389 1.9%
Holding current value
$23.1 Million
Previous $22.4 Billion 1.6%
% of portfolio
15.66%
Previous 16.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$23.03 - $25.01 $414,355 - $449,979
17,992 Added 1.9%
963,381 $22.7 Billion
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $14.9 Million - $45.4 Million
632,651 Added 202.29%
945,389 $22.4 Billion
Q3 2024

Oct 29, 2024
BUY
$65.36 - $71.76 $20.4 Million - $22.4 Million
312,738 New
312,738 $22.4 Billion

Others Institutions Holding FNDX

# of Institutions
693
Shares Held
590M
Call Options Held
0
Put Options Held
117
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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