Archvest Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Archvest Wealth Advisors, Inc.

  • $166 Million
  • Q3 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 9,499 shares of FNDX stock, worth $234,435. This represents 0.41% of its overall portfolio holdings.

Number of Shares
9,499
Previous 9,465 0.36%
Holding current value
$234,435
Previous $633,000 7.58%
% of portfolio
0.41%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$65.36 - $71.76 $2,222 - $2,439
34 Added 0.36%
9,499 $681,000
Q2 2024

Aug 12, 2024
BUY
$63.87 - $67.55 $43,559 - $46,069
682 Added 7.77%
9,465 $633,000
Q1 2024

Apr 29, 2024
BUY
$60.89 - $67.39 $86,950 - $96,232
1,428 Added 19.42%
8,783 $591,000
Q4 2023

Jan 16, 2024
BUY
$53.46 - $62.11 $393,198 - $456,819
7,355 New
7,355 $455,000

Others Institutions Holding FNDX

# of Institutions
601
Shares Held
220M
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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