Aufman Associates Inc Schwab Fundamental U S Large C Transaction History

Aufman Associates Inc

  • $142 Million
  • Q1 2024

A detailed history of Aufman Associates Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aufman Associates Inc holds 4,799 shares of FNDX stock, worth $322,828. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,799
Previous 3,857 24.42%
Holding current value
$322,828
Previous $238,000 35.71%
% of portfolio
0.23%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $57,358 - $63,481
942 Added 24.42%
4,799 $323,000
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $1,122 - $1,304
21 Added 0.55%
3,857 $238,000
Q3 2023

Nov 13, 2023
BUY
$55.81 - $59.78 $1,004 - $1,076
18 Added 0.47%
3,836 $214,000
Q2 2023

Aug 11, 2023
SELL
$53.84 - $57.58 $10,983 - $11,746
-204 Reduced 5.07%
3,818 $219,000
Q4 2022

Feb 08, 2023
BUY
$52.4 - $56.6 $210,752 - $227,645
4,022 New
4,022 $214,000
Q1 2021

May 17, 2021
BUY
N/A
4,015 New
4,015 $207,000

Others Institutions Holding FNDX

# of Institutions
517
Shares Held
183M
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
Track This Portfolio

Track Aufman Associates Inc Portfolio

Follow Aufman Associates Inc 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 Aufman Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Aufman Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email