Avantax Advisory Services, Inc. Schwab Fundamental U S Large C Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,129 shares of FNDX stock, worth $100,747. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,129
Previous 3,826 7.92%
Holding current value
$100,747
Previous $256,000 15.63%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$65.36 - $71.76 $19,804 - $21,743
303 Added 7.92%
4,129 $296,000
Q2 2024

Aug 09, 2024
BUY
$63.87 - $67.55 $244,366 - $258,446
3,826 New
3,826 $256,000
Q3 2023

Nov 07, 2023
SELL
$55.81 - $59.78 $428,899 - $459,409
-7,685 Reduced 64.11%
4,302 $240,000
Q2 2023

Aug 11, 2023
SELL
$53.84 - $57.58 $98,688 - $105,544
-1,833 Reduced 13.26%
11,987 $690,000
Q1 2023

Apr 28, 2023
BUY
$52.49 - $57.54 $23,305 - $25,547
444 Added 3.32%
13,820 $758,000
Q4 2022

Feb 13, 2023
BUY
$48.43 - $56.6 $361,820 - $422,858
7,471 Added 126.52%
13,376 $714,000
Q3 2022

Nov 01, 2022
BUY
$47.76 - $56.79 $31,951 - $37,992
669 Added 12.78%
5,905 $282,000
Q2 2022

Aug 02, 2022
SELL
$49.93 - $59.29 $246,754 - $293,011
-4,942 Reduced 48.56%
5,236 $267,000
Q1 2022

Apr 27, 2022
BUY
$55.41 - $59.9 $359,112 - $388,211
6,481 Added 175.3%
10,178 $595,000
Q4 2021

Jan 24, 2022
BUY
$54.44 - $58.74 $201,264 - $217,161
3,697 New
3,697 $217,000
Q4 2020

Jan 22, 2021
SELL
$37.99 - $45.31 $2.95 Million - $3.52 Million
-77,738 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$36.46 - $41.42 $2.83 Million - $3.22 Million
77,738 New
77,738 $3.01 Million

Others Institutions Holding FNDX

# of Institutions
593
Shares Held
193M
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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