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

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 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 3,826 shares of FNDX stock, worth $92,053. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,826
Holding current value
$92,053
% of portfolio
0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
567
Shares Held
187M
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 Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email