Atria Investments LLC Schwab Fundamental U S Large C Transaction History

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024

A detailed history of Atria Investments LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Atria Investments LLC holds 8,686 shares of FNDX stock, worth $212,372. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,686
Previous 3,480 149.6%
Holding current value
$212,372
Previous $249,000 17.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 06, 2025
BUY
$23.49 - $71.77 $122,288 - $373,634
5,206 Added 149.6%
8,686 $205,000
Q3 2024

Nov 01, 2024
SELL
$65.36 - $71.76 $90,523 - $99,387
-1,385 Reduced 28.47%
3,480 $249,000
Q2 2024

Aug 13, 2024
BUY
$63.87 - $67.55 $310,727 - $328,630
4,865 New
4,865 $325,000
Q2 2022

Aug 11, 2022
SELL
$49.93 - $59.29 $2.12 Million - $2.51 Million
-42,379 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$55.41 - $59.9 $1.06 Million - $1.15 Million
19,128 Added 82.27%
42,379 $2.48 Million
Q4 2021

Feb 04, 2022
BUY
$54.44 - $58.74 $1.27 Million - $1.37 Million
23,251 New
23,251 $1.36 Million
Q1 2020

May 15, 2020
SELL
$27.15 - $43.59 $323,193 - $518,895
-11,904 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$38.15 - $42.78 $223,482 - $250,605
5,858 Added 96.89%
11,904 $508,000
Q3 2019

Nov 14, 2019
SELL
$39.35 - $40.14 $668 - $682
-17 Reduced 0.28%
6,046 $239,000
Q2 2019

Aug 26, 2019
BUY
N/A
6,063 New
6,063 $229,000

Others Institutions Holding FNDX

# of Institutions
626
Shares Held
516M
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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