A detailed history of Angeles Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 71,148 shares of FNDX stock, worth $1.74 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
71,148
Previous 20,716 243.44%
Holding current value
$1.74 Million
Previous $1.49 Million 13.32%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Jan 28, 2025

BUY
$23.49 - $71.77 $1.18 Million - $3.62 Million
50,432 Added 243.44%
71,148 $1.68 Million
Q2 2024

Aug 07, 2024

BUY
$63.87 - $67.55 $95,677 - $101,189
1,498 Added 7.79%
20,716 $1.39 Million
Q2 2022

Aug 04, 2022

BUY
$49.93 - $59.29 $959,554 - $1.14 Million
19,218 New
19,218 $978,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

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

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.