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

Allen Wealth Management, LLC

  • $144 Billion
  • Q3 2024

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 312,738 shares of FNDX stock, worth $7.77 Million. This represents 15.56% of its overall portfolio holdings.

Number of Shares
312,738
Holding current value
$7.77 Million
% of portfolio
15.56%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
596
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
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