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

Archvest Wealth Advisors, Inc.

  • $151 Million
  • Q2 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 9,465 shares of FNDX stock, worth $647,500. This represents 0.42% of its overall portfolio holdings.

Number of Shares
9,465
Previous 8,783 7.77%
Holding current value
$647,500
Previous $591,000 7.11%
% of portfolio
0.42%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
561
Shares Held
186M
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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