A detailed history of Aspiriant, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aspiriant, LLC holds 2,994 shares of FNDX stock, worth $74,969. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,994
Holding current value
$74,969
% of portfolio
0.01%

Shares

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

Oct 17, 2024

BUY
$65.36 - $71.76 $195,687 - $214,849
2,994 New
2,994 $214,000
Q4 2018

Feb 04, 2019

SELL
N/A
-6,175 Closed
0 $0
Q2 2018

Aug 07, 2018

SELL
N/A
-3,620 Reduced 36.96%
6,175 $231,000
Q1 2018

May 04, 2018

BUY
N/A
9,795 New
9,795 $356,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


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

Track Aspiriant, LLC Portfolio

Follow Aspiriant, 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 Aspiriant, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspiriant, LLC with notifications on news.