Atria Wealth Solutions, Inc. Schwab Fundamental U S Large C Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 45,514 shares of FNDX stock, worth $1.08 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
45,514
Previous 76,972 40.87%
Holding current value
$1.08 Million
Previous $1.82 Million 41.05%
% of portfolio
0.01%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$23.03 - $25.01 $724,477 - $786,764
-31,458 Reduced 40.87%
45,514 $1.07 Million
Q4 2024

Jan 31, 2025
BUY
$23.49 - $71.77 $1.24 Million - $3.78 Million
52,736 Added 217.59%
76,972 $1.82 Million
Q3 2024

Nov 08, 2024
BUY
$65.36 - $71.76 $614,580 - $674,759
9,403 Added 63.39%
24,236 $1.74 Million
Q2 2024

Jul 22, 2024
SELL
$63.87 - $67.55 $312,643 - $330,657
-4,895 Reduced 24.81%
14,833 $993,000
Q1 2024

May 13, 2024
BUY
$60.89 - $67.39 $490,651 - $543,028
8,058 Added 69.05%
19,728 $1.33 Million
Q4 2023

Feb 02, 2024
BUY
$53.46 - $62.11 $175,669 - $204,093
3,286 Added 39.19%
11,670 $722,000
Q3 2023

Nov 08, 2023
BUY
$55.81 - $59.78 $50,229 - $53,802
900 Added 12.03%
8,384 $469,000
Q2 2023

Aug 03, 2023
BUY
$53.84 - $57.58 $9,852 - $10,537
183 Added 2.51%
7,484 $430,000
Q1 2023

Aug 22, 2023
SELL
$52.49 - $57.54 $3,831 - $4,200
-73 Reduced 0.98%
7,411 $407,000
Q1 2023

Jun 14, 2023
SELL
$52.49 - $57.54 $5,773 - $6,329
-110 Reduced 1.48%
7,301 $400,000
Q1 2023

May 10, 2023
BUY
$52.49 - $57.54 $5,773 - $6,329
110 Added 1.51%
7,411 $407,000
Q4 2022

Aug 30, 2023
SELL
$48.43 - $56.6 $8,862 - $10,357
-183 Reduced 2.45%
7,301 $390,000
Q4 2022

Feb 13, 2023
BUY
$48.43 - $56.6 $88,094 - $102,955
1,819 Added 33.18%
7,301 $390,000
Q3 2022

Nov 14, 2022
SELL
$47.76 - $56.79 $2,483 - $2,953
-52 Reduced 0.94%
5,482 $262,000
Q2 2022

Aug 15, 2022
SELL
$49.93 - $59.29 $6.38 Million - $7.58 Million
-127,870 Reduced 95.85%
5,534 $282,000
Q1 2022

May 16, 2022
BUY
$55.41 - $59.9 $7.39 Million - $7.99 Million
133,404 New
133,404 $7.81 Million

Others Institutions Holding FNDX

# of Institutions
692
Shares Held
590M
Call Options Held
0
Put Options Held
117
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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