Aptus Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History

Aptus Capital Advisors, LLC

  • $4.95 Billion
  • Q1 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 514 shares of FNDX stock, worth $34,576. This represents 0.0% of its overall portfolio holdings.

Number of Shares
514
Previous 791 35.02%
Holding current value
$34,576
Previous $48,000 29.17%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$60.89 - $67.39 $16,866 - $18,667
-277 Reduced 35.02%
514 $34,000
Q4 2023

Feb 13, 2024
BUY
$53.46 - $62.11 $5,559 - $6,459
104 Added 15.14%
791 $48,000
Q3 2023

Nov 08, 2023
SELL
$55.81 - $59.78 $28,128 - $30,129
-504 Reduced 42.32%
687 $38,000
Q2 2023

Aug 11, 2023
BUY
$53.84 - $57.58 $56,047 - $59,940
1,041 Added 694.0%
1,191 $68,000
Q4 2020

Feb 10, 2021
SELL
N/A
-1,704 Reduced 91.91%
150 $6,000
Q2 2020

Jul 22, 2020
SELL
N/A
-299 Reduced 13.89%
1,854 $68,000
Q1 2020

May 07, 2020
SELL
N/A
-38 Reduced 1.73%
2,153 $67,000
Q4 2019

Feb 10, 2020
BUY
N/A
38 Added 1.76%
2,191 $93,000
Q3 2019

Nov 12, 2019
BUY
N/A
2,153 New
2,153 $85,000

Others Institutions Holding FNDX

# of Institutions
517
Shares Held
183M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
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More about FNDX
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