Altium Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Altium Wealth Management LLC holds 9,818 shares of FNDX stock, worth $239,559. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,818
Previous 9,730 0.9%
Holding current value
$239,559
Previous $569,000 12.13%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
BUY
$49.93 - $59.29 $4,393 - $5,217
88 Added 0.9%
9,818 $500,000
Q1 2022

May 16, 2022
BUY
$55.41 - $59.9 $33,578 - $36,299
606 Added 6.64%
9,730 $569,000
Q4 2021

Jan 31, 2022
BUY
$54.44 - $58.74 $4,899 - $5,286
90 Added 1.0%
9,124 $535,000
Q2 2021

Aug 13, 2021
SELL
$52.09 - $56.08 $83,604 - $90,008
-1,605 Reduced 15.09%
9,034 $494,000
Q1 2021

May 06, 2021
SELL
$44.75 - $52.45 $5,728 - $6,713
-128 Reduced 1.19%
10,639 $550,000
Q4 2020

Feb 04, 2021
SELL
$37.99 - $45.31 $24,427 - $29,134
-643 Reduced 5.64%
10,767 $488,000
Q3 2020

Oct 26, 2020
BUY
$36.46 - $41.42 $3,135 - $3,562
86 Added 0.76%
11,410 $442,000
Q2 2020

Jul 31, 2020
SELL
$29.92 - $40.24 $119 - $160
-4 Reduced 0.04%
11,324 $417,000
Q1 2020

Apr 23, 2020
SELL
$27.15 - $43.59 $137,053 - $220,042
-5,048 Reduced 30.83%
11,328 $355,000
Q4 2019

Jan 17, 2020
BUY
$38.15 - $42.78 $4,806 - $5,390
126 Added 0.78%
16,376 $699,000
Q3 2019

Nov 12, 2019
SELL
$39.35 - $40.14 $133,632 - $136,315
-3,396 Reduced 17.29%
16,250 $643,000
Q2 2019

Jul 18, 2019
BUY
N/A
2,764 Added 16.37%
19,646 $768,000
Q1 2019

Apr 26, 2019
BUY
N/A
162 Added 0.97%
16,882 $641,000
Q4 2018

Jan 18, 2019
SELL
N/A
-13,265 Reduced 44.24%
16,720 $568,000
Q3 2018

Nov 13, 2018
BUY
N/A
956 Added 3.29%
29,985 $1.19 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-17,281 Reduced 37.32%
29,029 $1.08 Million
Q1 2018

Jun 06, 2018
SELL
N/A
-1,453 Reduced 3.04%
46,310 $1.68 Million
Q4 2017

Jun 01, 2018
BUY
N/A
47,763
47,763 $1.79 Million

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 Altium Wealth Management LLC Portfolio

Follow Altium Wealth Management 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 Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email